Wealth Management Consultant - Flexible, High-Impact Role

Capital Group; Chicago (IL); On-site; USD 68,000 - 83,000; Full time

Job summary

Capital Group is seeking an XC Wealth Management Consultant to lead sales initiatives in the Cross Channel segment for the Chicago territory. You will manage relationships with key firms and coordinate efforts to meet client needs.

You will excel in delivering compelling presentations, leveraging portfolio construction knowledge, and partnering with wholesale teams to drive results. A strong track record in distribution and relevant designations are valued.

Qualifications

• Proven track record in third-party distribution, broad knowledge of ETF, Mutual Fund, SMA and CIT sales cultures.
• Ability to lead and motivate a territory team including an Internal Wholesaler, Divisional Wholesaler and Regional Wholesale.
• Strong partnership with Retirement Plan Wholesaler and asset-class specialists to drive results.
• Deep technical knowledge of portfolio construction.
• Know how to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau).
• Ability to synthesize information and present it concisely.
• One or more of the following designations: Series 7, AIF, AIFA, PPC, CIMA, CFA.

Responsibilities

• Lead sales initiatives in the Cross Channel segment across the Chicago territory.
• Manage relationships with key firms and drive business results for American Funds distributions.
• Deliver motivational and informative presentations to clients and firm representatives.
• Collaborate with wholesalers and product specialists to optimize investor outcomes.

Skills

Relationship building

Sales leadership

Presentation skills

Strategic thinking

Tools

Excel

PowerPoint

Tableau

Job description

Capital Group is seeking an XC Wealth Management Consultant to lead sales initiatives in the Cross Channel segment for the Chicago territory. You will manage relationships with key firms and coordinate efforts to meet client needs.

You will excel in delivering compelling presentations, leveraging portfolio construction knowledge, and partnering with wholesale teams to drive results. A strong track record in distribution and relevant designations are valued.