Territory Wealth Advisor – Internal Sales

Capital Group

Northern, New York (KY, NY)

Hybrid

USD 105,000 - 169,000

Full time

10 days ago

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Benefits offered by this job

Competitive base salary and bonuses

Retirement plan contribution 15%

Flexible work options

Time off and benefits

Job summary

Capital Group is seeking an Internal Wealth Specialist to build and maintain relationships with financial professionals in your assigned territory, delivering Capital Group solutions and driving sales with the external wholesaler partner. You will manage calls, campaigns, and client records with Salesforce, while staying ahead of market trends and product insights.

Base salary with bonuses and a strong retirement contribution, opportunities for growth, and a flexible work option are offered to

Qualifications

Must have a sales mindset with ability to meet goals.
Strong interpersonal skills and ability to build relationships with advisors and clients.
Experience communicating complex investment concepts clearly.

Responsibilities

Partner with external wholesalers to develop and execute territory sales plans.
Conduct outbound calls to financial advisors to promote products, generate leads, and schedule meetings.
Provide insights on products, capital markets, portfolio construction, practice management and retirement.
Maintain accurate records of client interactions, pipeline and activities in Salesforce.
Analyze territory business intelligence and advisor engagement to support planning.
Collaborate with marketing and product to deliver targeted campaigns and messaging.