Regional Wealth Management Consultant

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

Regional Wealth Management Consultant

“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.”

Responsibilities

• 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.

Qualifications

• You can demonstrate in depth knowledge of investment selection and analysis, asset allocation, and portfolio construction methodology and 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.

Benefits and Compensation

• competitive salary, bonuses and benefits.
• Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
• 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.
• 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.
• Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

New York Base Salary Range: $133,471-$213,554

I can apply in less than 4 minutes.

About Capital Group

“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.

Equal Opportunity Statement

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.

Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people’s lives through successful investing.

Our shared values of integrity, client focus, long-term view, diverse perspectives and community inspire our associates every day.

A career at Capital Group means having countless opportunities to explore, grow and succeed.