Regional Wealth Advisor — Flexible, High-Impact Role

124 CCG CCG; New York (NY); On-site; USD 133,000 - 214,000; Full time

Benefits offered by this job

2-for-1 matching gifts

Annual charitable grants

Flexible work options

Retirement contribution 15%

Professional development resources

Job summary

Capital Group in New York is seeking a Regional Wealth Management Consultant to develop and implement a business plan aligned with NACG goals and to engage financial advisors through virtual and in-person meetings. You will apply investment analysis, asset allocation, and portfolio construction expertise while leveraging technology for insights.

The role offers a competitive base salary, bonuses, and a retirement contribution.

Qualifications

• In-depth knowledge of investment selection, asset allocation, and portfolio construction.

Responsibilities

• Develop and implement a business plan in support of NACG sales goals for North American territory.
• Build relationships and drive sales with financial advisors through virtual and in-person meetings.

Skills

Investment analysis

Asset allocation

Portfolio construction

Communication skills

Relationship building

Consultative selling

Bachelor's degree

SIE/Series 7/66

Wholesaling experience

Education

Bachelor's degree

Tools

Virtual meeting software

Financial modeling tools

Job description

Capital Group in New York is seeking a Regional Wealth Management Consultant to develop and implement a business plan aligned with NACG goals and to engage financial advisors through virtual and in-person meetings. You will apply investment analysis, asset allocation, and portfolio construction expertise while leveraging technology for insights.

The role offers a competitive base salary, bonuses, and a retirement contribution.