Wealth Management Consultant — Flexible Work & Rewards

Capital Group; Lakewood (CO); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Annual incentive program

Profitability bonus

15% retirement plan contribution

Paid time off

Medical and dental coverage

Job summary

Capital Group is seeking a Wealth Management Consultant to lead sales initiatives in the Cross Channel segment and manage relationships with key firms in Louisiana. You will present compelling analyses, coordinate with internal wholesalers, and drive investor outcomes through strategic execution.

You will leverage Excel, PowerPoint and Tableau to create tailored analyses and maintain strong collaborations across teams to meet business goals.

Qualifications

• Proven track record in third-party distribution and long-term relationships.
• Ability to lead a territory team of Internal, Divisional and Regional Wholesalers.
• Strong partnership with Retirement Plan Wholesaler and specialists to drive results.
• Deep technical knowledge of portfolio construction.
• Proficient with Excel, PowerPoint, Tableau for custom analysis.

Responsibilities

• Lead sales initiatives in the Cross Channel segment.
• Manage American Funds Distributions presence, relationships and results with key firms.
• Deliver motivational and informative presentations to clients and firm reps.

Skills

Third-party distribution

ETF knowledge

Mutual Funds

Relationship building

Territory leadership

Portfolio construction

Data visualization

Presentation

Series 7

AIF

AIFA

PPC

CIMA

CFA

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 and manage relationships with key firms in Louisiana. You will present compelling analyses, coordinate with internal wholesalers, and drive investor outcomes through strategic execution.

You will leverage Excel, PowerPoint and Tableau to create tailored analyses and maintain strong collaborations across teams to meet business goals.