Internal Wealth Specialist: Build Advisor Partnerships

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

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.