Impactful Wealth Management Consultant – Seattle (Flexible)

Capital Group; Seattle, Northern (WA, KY); Hybrid; USD 68,000 - 83,000; Full time

Benefits offered by this job

Bonuses

Retirement plan with 15% contribution

Paid time off

Medical and dental benefits

Discretionary annual incentive

Job summary

Capital Group is seeking a Wealth Management Consultant to lead sales efforts in the Wirehouse Channel in Seattle. You will identify needs, coordinate actions, and manage Fund distributions presence with key Wirehouse firms to drive business results.

You will deliver compelling presentations, build strong relationships, and apply deep knowledge of portfolio construction and mutual funds to exceed targets.

Qualifications

• Proven track record in third-party distribution.
• Knowledge of mutual funds, SMA, ETF and CIT sales cultures.
• Ability to build long-term client relationships.
• Technical knowledge of portfolio construction.

Responsibilities

• Lead sales initiatives in the Wirehouse Channel.
• Identify firm and rep needs and coordinate responses.
• Manage American Funds distributions presence, relationships and results.
• Deliver motivational and informative presentations.

Skills

Third-party distribution

Portfolio construction

Relationship building

Mutual funds knowledge

Sales skills

Excel

PowerPoint

Tableau

Education

Series 7

Series 66

CIMA

CFA

Tools

Excel

PowerPoint

Tableau

Job description

Capital Group is seeking a Wealth Management Consultant to lead sales efforts in the Wirehouse Channel in Seattle. You will identify needs, coordinate actions, and manage Fund distributions presence with key Wirehouse firms to drive business results.

You will deliver compelling presentations, build strong relationships, and apply deep knowledge of portfolio construction and mutual funds to exceed targets.