Divisional Wealth Management Consultant

Capital Group; Pennsylvania; On-site; USD 80,000 - 100,000; Full time

Job summary

A financial services company seeks a Divisional Wealth Management Consultant in Pennsylvania to drive sales and educate financial advisors. Candidates should have a degree in finance or a related field, experience with financial products, and strong communication skills. A competitive salary and bonus structure are offered, along with a retirement plan contribution of 15%. This is a unique opportunity to influence sales performance across the territory.

Benefits

Annual performance bonus

Retirement plan contribution of 15%

Qualifications

• 3+ years of experience as an internal wholesaler.
• Proven track record selling mutual funds, ETFs, and Retirement Plan products.
• Experience managing a sales territory.

Responsibilities

• Drive sales as part of a Territory Team.
• Educate, train, and motivate financial advisors.
• Deliver individual and group presentations.

Skills

Sales experience

Financial consulting

Presentation skills

Communication

Education

Degree in finance, economics, statistics, or relevant field

Tools

Excel

PowerPoint

Bloomberg

Job description

Overview

“I can succeed as a Divisional Wealth Management Consultant at Capital Group.”

As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area. Your role as a DWMC will include educating, training, and motivating financial advisors from all channels, with an ultimate goal of increasing sales in the territory. You have a business-owner mindset, are self-motivated, and are someone who is structured and process-oriented. You are motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with Senior Sales Force members to identify opportunities for better investor outcomes. You will also need to have strong presentation skills in order to deliver individual, small and large group, and investor-based presentations. Approximately 75% of your time will be spent engaging your Financial Advisors in person and 25% of the time you will be engaging your Financial Advisors virtually.

Territory

Pennsylvania

“I am the person Capital Group is looking for.”

• You have a degree in finance, economics, statistics, or a relevant field of study
• You have 3+ years of experience as an internal wholesaler and have spent a significant amount of time in front advisors and clients (virtual and or telephone)
• You preferably have experience managing your own sales territory where there was individual sales accountability
• You have a proven track record selling mutual funds, ETFs, and Retirement Plan products
• You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Bloomberg, Backset, etc.)
• You are an excellent communicator including the ability to deliver persuasive, concise, and well-organized presentations and messages
• You’re well-versed in synthesizing information and presenting it in a distilled manner

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

• Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.