Wealth Management Consultant, Cross-Channel Growth

124 CCG CCG; United States; On-site; USD 75,000 - 100,000; Full time

Job summary

Capital Group is seeking a Wealth Management Consultant to lead sales initiatives in the Cross Channel segment for the Louisiana territory. You will coordinate with internal wholesaling teams and drive relationships with firm representatives.

Strong presentation skills and portfolio knowledge are essential for success. The role emphasizes ETF, mutual fund, SMA, and CIT expertise, with base salary disclosed and eligibility for commissions and bonuses.

Qualifications

• Proven track record in third-party distribution and sales culture.
• Deep knowledge of ETF, Mutual Fund, SMA and CIT products.
• Ability to build long-term relationships with firms and teams.

Responsibilities

• Lead sales initiatives in the Cross Channel segment and coordinate efforts.
• Manage American Funds Distributions presence, relationships and results.
• Deliver motivational and informative presentations to senior sales force.
• Own a Louisiana territory with cross-functional collaboration.

Education

Series 7

AIF

AIFA

PPC

CIMA

CFA

Tools

Excel

PowerPoint

Tableau

Job description

Capital Group is seeking a Wealth Management Consultant to lead sales initiatives in the Cross Channel segment for the Louisiana territory. You will coordinate with internal wholesaling teams and drive relationships with firm representatives.

Strong presentation skills and portfolio knowledge are essential for success. The role emphasizes ETF, mutual fund, SMA, and CIT expertise, with base salary disclosed and eligibility for commissions and bonuses.