Wealth Management Consultant (Louisiana) | Flexible Work Options

Capital Group; Louisiana; Presencial; USD 75.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Annual performance bonus

Retirement plan with 15% company贡献

Paid time off

Medical and dental benefits

Descripción de la vacante

Capital Group in Louisiana is seeking a driven Wealth Management Consultant to join our wholesale team. You will lead sales initiatives in the Cross Channel segment, manage relationships with key firms, and deliver motivational, informative presentations to financial professionals.

You will collaborate with internal wholesalers, leverage portfolio construction knowledge, and use tools like Excel, PowerPoint, and Tableau to create tailored analyses.

Formación

• Proven track record in third-party distribution and building long-term relationships.
• Broad knowledge of ETF, mutual funds, SMA and CIT, with sales culture experience.
• Ability to lead and motivate a territory team of wholesalers.
• Strong portfolio construction knowledge and collaboration with specialists.
• Proficient in using Excel, PowerPoint and Tableau for analyses.

Responsabilidades

• Lead sales initiatives in the Cross Channel segment and manage firm relationships.
• Deliver motivational and informative presentations to key firms.
• Collaborate with internal wholesalers to drive results across territory.
• Develop tailored analyses using portfolio construction knowledge and tools.

Conocimientos

Third-party distribution

ETF knowledge

Mutual funds

Relationship building

Leadership

Portfolio construction

Financial analysis tools

Excel

PowerPoint

Tableau

Educación

Series 7

CFA

AIF

AIFA

PPC

CIMA

Herramientas

Excel

PowerPoint

Tableau

Descripción del empleo

Capital Group in Louisiana is seeking a driven Wealth Management Consultant to join our wholesale team. You will lead sales initiatives in the Cross Channel segment, manage relationships with key firms, and deliver motivational, informative presentations to financial professionals.

You will collaborate with internal wholesalers, leverage portfolio construction knowledge, and use tools like Excel, PowerPoint, and Tableau to create tailored analyses.