Practice Management Consultant for Financial Advisors

Capital Group; New York (NY); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Generous time off & benefits

Flexible work options

Charitable matching gifts

Annual grants

Job summary

Capital Group is seeking an Advisor Practice Management Consultant to partner with top financial advisors and partner firms, delivering guided learning experiences and strategic consultations. You will travel with the sales force to national and regional events, represent Capital Group in leadership roles, and help develop cutting-edge practice management curricula and resources.

Ideal candidates bring 15+ years in financial services, strong presentation skills, and FINRA licenses.

Qualifications

• Undergraduate or Master’s degree
• Minimum 15 years in the financial services industry
• Experience as a financial advisor, investment salesperson (wholesaler, retirement plan consultant, national account manager or equivalent)
• Excellent communication and presentation skills
• Experience speaking about PM topics
• Willingness to travel extensively
• FINRA Series 7 and 66 securities licenses or equivalent required

Responsibilities

• Consulting: Guided learning experience for financial advisors
• Deliver presentations, workshops, and consulting to top financial advisors, COIs, and partner firm leadership teams
• Travel with sales force members across National Accounts, Sales Development, WM Consultants, and Retirement Plan Counselors
• Represent Capital Group in leadership, moderation, and subject matter expertise at broker-dealer national and regional meetings
• Moderation and consulting at Capital Advisor Forum events, webinars, and podcast programs
• Participation in Capital Group national and regional sales meetings
• Development of new practice management curricula and experiences
• Development of industry-leading curricula across PM skills and topics
• Creation of end-to-end resources including consulting workbooks, modular presentations, sales force insights, and customized content

Skills

Communication skills

Public speaking

Team collaboration

Results-driven

Travel flexibility

Education

Undergraduate or Master’s degree

FINRA Series 7 and 66 licenses or equivalent

Job description

Capital Group is seeking an Advisor Practice Management Consultant to partner with top financial advisors and partner firms, delivering guided learning experiences and strategic consultations. You will travel with the sales force to national and regional events, represent Capital Group in leadership roles, and help develop cutting-edge practice management curricula and resources.

Ideal candidates bring 15+ years in financial services, strong presentation skills, and FINRA licenses.