Strategic Wealth Management Advisor

Capital Group; Kansas City (MO); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Generous time-off

2-for-1 matching gifts

On-demand professional development

Job summary

Capital Group seeks a Wealth Management Consultant to drive sales in Kansas City, coordinating with internal wholesalers to meet firm needs and deliver investor-focused solutions.

You will manage relationships with leading firms, present compelling analyses, and leverage portfolio construction expertise to support outcomes for clients and distributors. Strong Excel/PowerPoint/Tableau skills are essential.

Qualifications

• Proven track record in third-party distribution.
• Broad knowledge of ETF, Mutual Fund, SMA and CIT.
• Ability to build long-term client relationships.
• Strong leadership of a territory team.
• Proficient in Excel, PowerPoint, Tableau to create analyses.
• Designations: Series 7, AIF, AIFA, PPC, CIMA, CFA.

Responsibilities

• Lead sales initiatives within the Cross Channel segment.
• Identify firm and representative needs and coordinate responses.
• Present motivational and informative analyses to clients.
• Collaborate with wholesalers to drive investor outcomes.

Skills

Territory leadership

Portfolio construction

Analytical skills

Excel/PowerPoint/Tableau

Education

Series 7, AIF, AIFA, PPC, CIMA, CFA

Tools

Excel

PowerPoint

Tableau

Job description

Capital Group seeks a Wealth Management Consultant to drive sales in Kansas City, coordinating with internal wholesalers to meet firm needs and deliver investor-focused solutions.

You will manage relationships with leading firms, present compelling analyses, and leverage portfolio construction expertise to support outcomes for clients and distributors. Strong Excel/PowerPoint/Tableau skills are essential.