Cross-Channel Wealth Management Consultant | Chicago

The Capital Group; Kunia Camp (HI); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Annual incentive program

Retirement plan with 15% match

Paid time off

Job summary

The Capital Group in the United States is seeking an XC Wealth Management Consultant to lead sales initiatives across Cross Channel, building strong relationships with firms and driving investor outcomes through compelling presentations. You will coordinate with Internal Wholesalers, leverage ETF and mutual fund knowledge, and use Excel, PowerPoint and Tableau to deliver insights and meet territory goals.

A Series 7 or CFA-type designation is preferred; base salary starts at $75,000 with

Qualifications

• Proven track record in third-party distribution.
• Knowledge of ETF, Mutual Funds, SMA and CIT business.
• Strong leadership of a territory team.
• Technical knowledge of portfolio construction.
• Experience with Excel/PowerPoint/Tableau for analysis.

Responsibilities

• Lead sales initiatives in Cross Channel segment.
• Manage relationships with firms and firm representatives.
• Deliver motivational and informative presentations.
• Coordinate with Senior Sales Force to identify opportunities for better investor outcomes.

Skills

Third-party distribution

ETF knowledge

Mutual funds knowledge

Territory leadership

Portfolio construction

Tools

Excel

PowerPoint

Tableau

Job description

The Capital Group in the United States is seeking an XC Wealth Management Consultant to lead sales initiatives across Cross Channel, building strong relationships with firms and driving investor outcomes through compelling presentations. You will coordinate with Internal Wholesalers, leverage ETF and mutual fund knowledge, and use Excel, PowerPoint and Tableau to deliver insights and meet territory goals.

A Series 7 or CFA-type designation is preferred; base salary starts at $75,000 with