FC Wealth Management Consultant - Seattle

124 CCG CCG; United States; On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Generous time off & health benefits

2-for-1 matching gifts

Professional development resources

Job summary

Capital Group is seeking a Wealth Management Consultant in Seattle. You will lead sales initiatives in the Wirehouse Channel, building strong relationships with firms and representatives. You will deliver compelling presentations and coordinate efforts to meet client needs.

You will leverage Excel, PowerPoint, and Tableau to create analyses, drive growth, and measure performance in a dynamic team environment. A strong track record in investment distribution is essential.

Qualifications

• Proven track record in third-party distribution and mutual fund knowledge.
• Strong portfolio construction knowledge and ability to analyze investments.
• Skilled in presenting tailored analyses to wirehouse firms.

Responsibilities

• Lead sales initiatives in the Wirehouse Channel and identify client needs.
• Coordinate relationships to drive business results and growth.
• Deliver motivational and informative presentations to clients and advisors.
• Leverage data tools to create clear, persuasive analyses.

Skills

Relationship building

Portfolio analysis

Presentation skills

Synthesis of information

Education

Series 7

Series 66

CIMA

CFA

Tools

Excel

PowerPoint

Tableau

Job description

“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

“I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

“I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• Access on-demand professional development resources that allow you to hone existing skills and learn new ones

I can succeed as a Wealth Management Consultant at Capital Group

As one of our Wealth Management Consultants, you’ll lead sales initiatives in the Wirehouse Channel segment, identifying firm and firm representative’s needs and coordinate efforts to serve those needs. You’ll manage American Funds Distributions presence, relationships, and business results with key Wirehouse firms. You excel at delivering motivational and informative presentations. You’re motivated by setting goals and measuring your performance against them.

Territory: Seattle

I am the person Capital Group is looking for.

• You have a proven track record in third-party distribution, a broad knowledge of the mutual fund, SMA, ETF and CIT business and sales cultures, and the demonstrated ability to build long-term relationships.
• You have a proven track record and a deep technical knowledge of portfolio construction.
• You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.).
• You’re well-versed in synthesizing information and presenting it in a distilled manner.
• You have one or more of the following designations: Series 7, 66, and/or CIMA, and CFA

The base salary for this role is $75,000 + applicable sales commissions and bonuses.

Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.

In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.

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.

Temporary positions in 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.

Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing.

Our shared values of integrity, client focus, long-term view, diverse perspectives and community inspire our associates every day.

A career at Capital Group means having countless opportunities to explore, grow and succeed.

Find us on LinkedIn, Instagram, YouTube and Glassdoor.

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