Seattle Wealth Management Consultant - Growth & Flexible

Capital Group; Scottsdale (AZ); Presencial; USD 68 000 - 83 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Generous time off and health benefits

2-for-1 matching gifts and annuals_gr

On-demand professional development

Retirement contribution of 15%

Resumo da oferta

Capital Group is seeking a Wealth Management Consultant in Seattle to drive sales initiatives within the Wirehouse Channel. You will manage relationships, analyze portfolios, and present insights to clients and advisors.

The role emphasizes expertise in mutual funds, ETFs, and portfolio construction with certifications (Series 7/66/CIMA/CFA). Base salary begins at $75,000 with commissions and bonuses, plus comprehensive benefits.

Qualificações

• Proven track record in third-party distribution and relationship-building.
• Broad knowledge of mutual funds, SMA, ETF and CIT markets.
• Deep technical knowledge of portfolio construction.
• Ability to create custom analyses using Excel/PowerPoint/Tableau.

Responsabilidades

• Lead sales initiatives in the Wirehouse Channel and coordinate with firm representatives.
• Manage American Funds Distributions presence, relationships and business results.
• Deliver motivational and informative presentations and achieve set goals.

Conhecimentos

Third-party distribution

Portfolio construction

Financial analysis

Presentation skills

Tech-enabled analysis (Excel, Power BI

Formação académica

Series 7

Series 66

CIMA

CFA

Ferramentas

Excel

PowerPoint

Tableau

Descrição da oferta de emprego

Capital Group is seeking a Wealth Management Consultant in Seattle to drive sales initiatives within the Wirehouse Channel. You will manage relationships, analyze portfolios, and present insights to clients and advisors.

The role emphasizes expertise in mutual funds, ETFs, and portfolio construction with certifications (Series 7/66/CIMA/CFA). Base salary begins at $75,000 with commissions and bonuses, plus comprehensive benefits.