Wealth Management Consultant — Flexible Work & Growth

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

Benefits offered by this job

Paid time off

Medical

Dental

Retirement

Job summary

Capital Group is seeking a Wealth Management Consultant to lead sales initiatives in the Cross Channel segment in Oregon. You will identify the needs of firms and coordinate with Senior Sales Force to drive investor outcomes, manage distributions presence, and build long-term relationships with clients.

You will leverage your portfolio construction knowledge and your designations (Series 7, AIF, AIFA, PPC, CIMA, CFA) to deliver compelling presentations and collaborate across wholesalers and

Qualifications

• Proven track record in third-party distribution and ETF, mutual fund, SMA and CIT sales.
• Ability to lead a territory team including an Internal Wholesaler, Divisional Wholesaler and Regional Wholesaler.
• Strong portfolio construction knowledge and ability to create custom analyses (Excel, PowerPoint, Tableau).
• Designations: Series 7, AIF, AIFA, PPC, CIMA, CFA.

Responsibilities

• Lead sales initiatives in the Cross Channel segment and coordinate with firm representatives to drive results.
• Manage American Funds Distributions presence, relationships and business results with key firms.
• Deliver motivational and informative presentations to clients and prospects.
• Collaborate with Senior Sales Force members to identify opportunities for better investor outcomes.
• Coordinate with Retirement Plan Wholesaler and product specialists to drive results.

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 in Oregon. You will identify the needs of firms and coordinate with Senior Sales Force to drive investor outcomes, manage distributions presence, and build long-term relationships with clients.

You will leverage your portfolio construction knowledge and your designations (Series 7, AIF, AIFA, PPC, CIMA, CFA) to deliver compelling presentations and collaborate across wholesalers and