Chicago Wealth Management Consultant — Impact & Growth

Capital Group; United States; On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Generous time-off and health benefits

2-for-1 matching gifts

On-demand professional development

Job summary

Capital Group in Chicago is seeking an XC Wealth Management Consultant to lead sales initiatives in the Cross Channel segment, coordinating with internal wholesalers and regional teams to meet client needs. You will deliver presentations, manage relationships with key firms, and drive investor outcomes.

The role requires a strong background in distribution, portfolio construction knowledge, and proficiency with Excel, PowerPoint, and Tableau.

Qualifications

• Proven track record in third-party distribution.
• Broad knowledge of ETF, Mutual Fund, SMA and CIT businesses.
• Ability to build long-term relationships.

Responsibilities

• Lead sales initiatives in Cross Channel, identify firm needs and coordinate efforts.
• Manage American Funds Distributions presence, relationships and business results with key firms.
• Deliver motivational and informative presentations to stakeholders.
• Territory: Chicago.

Skills

Third-party distribution experience

ETF knowledge

Mutual funds knowledge

Relationship building

Team leadership

Portfolio construction knowledge

Data analysis tools (Excel, PowerPoint

Presentation skills

Education

Designations: Series 7, AIF, AIFA, PPC, CIMA, CFA

Tools

Excel

PowerPoint

Tableau

Job description

Capital Group in Chicago is seeking an XC Wealth Management Consultant to lead sales initiatives in the Cross Channel segment, coordinating with internal wholesalers and regional teams to meet client needs. You will deliver presentations, manage relationships with key firms, and drive investor outcomes.

The role requires a strong background in distribution, portfolio construction knowledge, and proficiency with Excel, PowerPoint, and Tableau.