Internal Wealth Specialist

124 CCG CCG; New York (NY); Hybrid; USD 105,000 - 169,000; Full time

Benefits offered by this job

Annual performance bonus

Profitability bonus

Retirement plan (15% company contrib.)

Hybrid schedule

Job summary

Capital Group in New York is seeking an Internal Wealth Specialist to build and sustain relationships with financial professionals in the assigned territory and seize opportunities to deploy Capital Group solutions. You will conduct complex sales calls with advisors and collaborate with the external wholesaler to drive territory sales.

The role requires a sales-focused mindset, strong communication, and the ability to multi-task.

Qualifications

• One year of sales experience in financial services.
• Excellent communication and interpersonal skills.
• Strong organizational skills and keen attention to detail.
• Self-starter who can work autonomously and in a team.

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, markets, portfolio construction, and retirement planning.
• Maintain accurate records of client interactions and sales activities in Salesforce.
• Analyze territory data and contribute to strategic planning.
• Collaborate with marketing and product teams on targeted campaigns.
• Stay informed on industry trends and regulatory changes.

Skills

Sales experience

Excellent communication

Relationship building

Organizational skills

Autonomy

Education

SIE license

Series 7 license (preferred)

Series 66 after hire

Tools

Salesforce

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

Capital Group’s Regional Sales Office (RSO) is comprised of over 300 associates, and is the dynamic, collaborative hub that drives sales, operations, and innovation. Home to our talented internal wholesaling teams, 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.

Internal Wealth Specialist role

As one of our Internal Wealth Specialists, you will be responsible for building and maintaining strong relationships with financial professionals in your assigned territory and identifying opportunities to implement Capital Group solutions. You will conduct complex sales calls with advisors and work closely with the Wealth Management Consultant (external wholesaler) to drive sales in the territory.

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, retirement landscape and follow‑up to 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, messaging, competitor offerings, and regulatory changes.

Candidate Profile

“I am the person Capital Group is looking for.” You have a sales‑focused mentality, are goal‑oriented, and possess at least one year of sales experience in the financial services industry. You are an expert communicator, with strong interpersonal skills and a proven ability to build relationships with colleagues and external clients. You possess exceptional organizational skills, time management and detail‑oriented with the ability to multi‑task. You are collaborative and thrive in team settings, partnering actively with Capital Group sales teams and financial advisors to identify new opportunities for our investment suite of products. You are a continuous learner, with an understanding of investment concepts and products, and keen interest in staying abreast of market trends and insights. You are a self‑starter who can work with autonomy.

Registration Requirements

You must hold the SIE to apply. Series 6 or 7 are strongly preferred at time of application. If not already held, you must obtain the Series 7 license & 66 licenses after being hired.

Compensation and Benefits

New York Base Salary Range: $105,459-$168,734

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.

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.

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.

Learn More

Learn more about compensation & retirement. Learn more about our benefits. Learn more about our hybrid schedule. Learn more about our culture and core values. Learn more about our commitment to responsible AI and how it shapes your candidate experience.