Regional Wealth Advisor — Flexible Growth

Capital Group; New York (NY); Hybrid; USD 133,000 - 214,000; Full time

Benefits offered by this job

Competitive base salary

Annual performance bonus

Profitability bonus

Retirement plan 15% employer contrib

Job summary

Capital Group in New York seeks a Regional Wealth Management Consultant to develop and execute a business plan for North American Client Group sales goals, covering a defined territory as the sole wholesaler. You will build relationships with financial advisors and drive asset growth through a mix of virtual and in-person meetings.

You will bring 3–5 years of internal/hybrid wholesaling experience, hold SIE and Series 7/66, and possess a bachelor’s degree.

Qualifications

• Bachelor’s degree required.
• 3–5 years of internal/hybrid wholesaling experience.
• SIE and Series 7/66 registrations required.

Responsibilities

• Develop and implement a business plan to meet NACG sales goals.
• Cover a defined territory as the sole wholesaler.
• Build relationships with financial advisors and drive asset growth through virtual and in-person meetings.

Skills

Investment knowledge

Communication skills

Relationship building

Consultative selling

Education

Bachelor’s degree

Tools

SIE

Series 7

Series 66

Job description

Capital Group in New York seeks a Regional Wealth Management Consultant to develop and execute a business plan for North American Client Group sales goals, covering a defined territory as the sole wholesaler. You will build relationships with financial advisors and drive asset growth through a mix of virtual and in-person meetings.

You will bring 3–5 years of internal/hybrid wholesaling experience, hold SIE and Series 7/66, and possess a bachelor’s degree.