Internal Wealth Specialist

Capital Group; New York (NY); On-site; USD 105,459 - 168,734; Full time

Benefits offered by this job

Annual performance bonus

Retirement plan with 15% employer contribution

Health benefits and flexible work options

Job summary

Capital Group is looking for a sales-focused individual in New York to join their Regional Sales Office. This role involves developing territory sales plans, conducting outreach to financial advisors, and maintaining client records in Salesforce. Candidates should have at least one year of sales experience in the financial services industry and be adept at building strong relationships.

The position offers a competitive salary range of $105,459 – $168,734, plus bonuses and benefits, including generous time-away and professional development resources. Candidates must hold the Securities Industry Essentials (SIE) exam and preferably Series 6 or 7 licenses.

Qualifications

• At least one year of sales experience in the financial services industry.
• Proven ability to build relationships with clients.
• Ability to multi-task effectively.

Responsibilities

• Partner with external wholesalers to develop sales plans.
• Conduct outbound calls to promote products and generate leads.
• Maintain accurate records of client interactions.

Skills

Sales-focused mentality

Strong interpersonal and communication skills

Exceptional organizational skills

Collaborative mindset

Continuous learner

Self-starter

Education

Securities Industry Essentials (SIE) exam

Series 6 or 7 licenses (preferred)

Tools

Salesforce

Job description

Position Overview

Capital Group’s Regional Sales Office (RSO) is comprised of over 300 associates and serves as the dynamic, collaborative hub that drives sales, operations, and innovation. The RSO is rooted in a 93‑year tradition of excellence and delivers personalized solutions through building long‑term, consultative partnerships with our clients and each other.

Key Responsibilities

• Partner with external wholesalers to develop and execute territory sales plans.
• Conduct outbound calls to financial advisors to promote products, generate leads, and schedule meetings.
• Provide insights on products, capital markets, portfolio construction, practice management, and the retirement landscape, and follow up with advisors.
• Maintain accurate records of client interactions, pipeline management, and sales activities in Salesforce.
• Analyze territory business intelligence, including advisor engagement, and contribute to strategic planning.
• Collaborate with marketing and product teams to deliver targeted campaigns and messaging.
• Stay current on industry trends, competitor offerings, and regulatory changes.

Qualifications

• Sales‑focused mentality, goal‑oriented, with at least one year of sales experience in the financial services industry.
• Strong interpersonal and communication skills with proven ability to build relationships with colleagues and external clients.
• Exceptional organizational skills, time management, and detail orientation with ability to multi‑task.
• Collaborative mindset, thriving in team settings, partnering actively with Capital Group sales teams and financial advisors.
• Continuous learner with understanding of investment concepts and products, keen interest in staying abreast of market trends and insights.
• Self‑starter who can work autonomously.

Registration Requirements

• Must hold the Securities Industry Essentials (SIE) exam to apply. Series 6 or 7 are strongly preferred at the time of application.
• If not already held, must obtain the Series 7 and Series 66 licenses after being hired.

Compensation & Benefits

Base salary range for New York: $105,459 – $168,734.

In addition to a highly competitive base salary, you will be eligible for an individual annual performance bonus, Capital’s annual profitability bonus, and a retirement plan with a 15% employer contribution.

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

Equal Opportunity Employer

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.