Pittsburgh Wealth Management Consultant — Impact & Growth

Capital Group; Pittsburgh (Allegheny County); On-site; USD 81,000 - 99,000; Full time

Benefits offered by this job

Paid time off

Medical coverage

Dental coverage

Retirement plan (15% match)

Annual incentive

Profitability bonus

Job summary

Capital Group in Pittsburgh is seeking a High‑performing XC Wealth Management Consultant to lead wholesaling efforts across a Pittsburgh territory. You will identify needs of firms, coordinate with Senior Sales Force members, and drive investor outcomes with expert portfolio construction insights.

You will excel at delivering motivational and informative presentations, building durable relationships, and achieving sales goals. Competitive base salary with commissions and annual incentives awaits.

Qualifications

• Proven track record in third‑party distribution.
• Strong knowledge of ETF, mutual funds, SMA and CIT.
• Ability to lead a territory team and collaborate with partners.
• Excellent analytical and presentation skills using Excel/PowerPoint/Tableau.
• Designations such as Series 7/AIF/AIFA/PPC/CIMA/CFA are preferred.

Responsibilities

• Lead and motivate a territory team, including internal and regional wholesalers.
• Build long‑term relationships with key firms and drive sales results.
• Partner with Retirement Plan Wholesaler and product specialists to execute strategy.
• Deliver compelling, data‑driven presentations to clients and prospects.

Skills

Third-party distribution

ETF & mutual funds

SMA & CIT

Territory leadership

Relationship building

Portfolio construction

Excel

PowerPoint

Tableau

Series 7

AIF

AIFA

PPC

CIMA

CFA

Education

Series 7

AIF

AIFA

PPC

CIMA

CFA

Tools

Excel

PowerPoint

Tableau

Job description

Capital Group in Pittsburgh is seeking a High‑performing XC Wealth Management Consultant to lead wholesaling efforts across a Pittsburgh territory. You will identify needs of firms, coordinate with Senior Sales Force members, and drive investor outcomes with expert portfolio construction insights.

You will excel at delivering motivational and informative presentations, building durable relationships, and achieving sales goals. Competitive base salary with commissions and annual incentives awaits.