Regional Wealth Management Consultant

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

"I can be myself at work."

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

"I can influence my income."

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

"I can lead a full life."

You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• Access on-demand professional development resources that allow you to hone existing skills and learn new ones

"I can succeed as a Regional Wealth Management Consultant at Capital Group."

As a Regional Wealth Management Consultant, you will be responsible for developing and implementing a business plan in support of North American Client Group (NACG) sales goals and covering a defined territory as the sole wholesaler; partnering with other key territory stakeholders to ensure comprehensive territory coverage of advisors. You will work independently to create relationships and drive sales to raise and retain assets primarily through virtual interactions and strategic in person interactions with financial advisors; identify advisors' business practice needs and their clients' needs.

"I am the person Capital Group is looking for."

• You candemonstratein-depth knowledge of investment selection and analysis, asset allocation, and portfolio construction methodologyand ability to apply it to advisors in this market.
• You have a working knowledge of technology used to develop and provide analyses, as well as hold virtual meetings and presentations.
• You understand proficient retirement plan terminology as well as the marketplace, including ERISA, and the various platforms, including advisor-sold investment only (IO).
• You have strong communication, relationship building, and consultative selling skills.
• You hold a bachelor's degree.
• You must hold an SIE and Series 7 and 66 registrations or equivalent.
• You must hold 3-5 years of internal/hybrid wholesaling experience.
• New York Base Salary Range: $133,471-$213,554

"I can apply in less than 4 minutes."

"I can learn more about Capital Group."

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.