Oregon Wealth Management Consultant: Growth & Impact

Capital Group; Denver (CO); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Performance bonus

Retirement plan with 15% contribution

Job summary

Capital Group is seeking a Wealth Management Consultant to lead sales initiatives within the Cross Channel segment and manage relationships with key firms. You will excel at delivering presentations, coordinating wholesaling efforts, and driving investor outcomes while collaborating with Senior Sales Force members.

The role emphasizes portfolio construction expertise, ETF/MFA products, and a strong track record in building firm relationships. Oregon territory is involved.

Qualifications

• Proven track record in third-party distribution.
• Ability to build long-term relationships with firms and representatives.
• Deep technical knowledge of portfolio construction.

Responsibilities

• Lead sales initiatives in the Cross Channel segment.
• Coordinate efforts to serve the needs of firms and representatives.
• Deliver motivational and informative presentations to drive results.
• Collaborate with senior wholesalers to identify opportunities for better investor outcomes.

Skills

Third-party distribution

ETF knowledge

Mutual funds

SMA

CIT

Relationship building

Excel/PowerPoint/Tableau

Leadership

Designations: Series 7/AIF/AIFA/PPC/CI

Education

Designations: Series 7, AIF, AIFA, PPC, CIMA, CFA

Tools

Excel

PowerPoint

Tableau

Job description

Capital Group is seeking a Wealth Management Consultant to lead sales initiatives within the Cross Channel segment and manage relationships with key firms. You will excel at delivering presentations, coordinating wholesaling efforts, and driving investor outcomes while collaborating with Senior Sales Force members.

The role emphasizes portfolio construction expertise, ETF/MFA products, and a strong track record in building firm relationships. Oregon territory is involved.