Wealth Management Consultant — Chicago (Flexible Work Options)

Capital Group; Chicago (IL); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

High earning potential with sales comm

Annual incentive program

Retirement plan with 15% company match

Paid time off; medical and dental

Job summary

Capital Group is seeking an XC Wealth Management Consultant to drive sales initiatives in Chicago, managing relationships with key firms and delivering compelling presentations. You will collaborate with internal wholesalers and specialists to optimize portfolio construction and investor outcomes.

You will leverage Excel, PowerPoint and Tableau to create custom analyses, track performance, and present distilled insights to partners. A Series 7 or equivalent designation is preferred.

Qualifications

• Need track record in third-party distribution and ability to lead and motivate a territory team.
• Broad knowledge of ETF, Mutual Fund, SMA and CIT products and sales cultures.
• Strong presentation and relationship-management skills; able to synthesize complex information.

Responsibilities

• Lead sales initiatives in Cross Channel segment for the Chicago territory.
• Manage American Funds Distributions presence, relationships and business results with key firms.
• Deliver motivational and informative presentations and coordinate with senior wholesaler teams to drive outcomes.

Skills

Third-party distribution

ETF knowledge

Mutual funds

SMA

CIT

Relationship building

Team leadership

Portfolio construction

Financial analysis tools

Excel

PowerPoint

Tableau

Series 7

AIF/CIMA/CFA

Tools

Excel

PowerPoint

Tableau

Job description

Capital Group is seeking an XC Wealth Management Consultant to drive sales initiatives in Chicago, managing relationships with key firms and delivering compelling presentations. You will collaborate with internal wholesalers and specialists to optimize portfolio construction and investor outcomes.

You will leverage Excel, PowerPoint and Tableau to create custom analyses, track performance, and present distilled insights to partners. A Series 7 or equivalent designation is preferred.