Internal Wealth Specialist

Capital Group; Northern, New York (KY, NY); Hybrid; USD 105,000 - 169,000; Full time

Benefits offered by this job

Competitive base salary and bonuses

Retirement plan contribution 15%

Flexible work options

Time off and benefits

Job summary

Capital Group is seeking an Internal Wealth Specialist to build and maintain relationships with financial professionals in your assigned territory, delivering Capital Group solutions and driving sales with the external wholesaler partner. You will manage calls, campaigns, and client records with Salesforce, while staying ahead of market trends and product insights.

Base salary with bonuses and a strong retirement contribution, opportunities for growth, and a flexible work option are offered to

Qualifications

• Must have a sales mindset with ability to meet goals.
• Strong interpersonal skills and ability to build relationships with advisors and clients.
• Experience communicating complex investment concepts clearly.

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 retirement.
• Maintain accurate records of client interactions, pipeline and activities in Salesforce.
• Analyze territory business intelligence and advisor engagement to support planning.
• Collaborate with marketing and product to deliver targeted campaigns and messaging.

Skills

Sales experience

Relationship building

Communication

Organization

Autonomy

Investment concepts

Education

SIE required

Series 6/7 preferred

Tools

Salesforce

Job description

## Internal Wealth SpecialistApply: New York: Full time: Posted Yesterday: JR7320**“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 onesCapital 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.**“I can succeed as an Internal Wealth Specialists at Capital Group.”**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.**Day to day, you will:*** 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.**“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.**“I can apply in less than 4 minutes.”** You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community. **“I can learn more about Capital Group.”** At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.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.**You can learn more about our compensation and benefits* *here**.**\\* 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 ofintegrity, 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.