Wealth Management Consultant — NYC, Flexible & Remote

CFA Institute; New York (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Time-off & health benefits from day 1

Charitable matching gifts

Professional development resources

Job summary

Capital Group is seeking a Wealth Management Consultant for the New York City territory. You will lead sales initiatives across Wirehouse channels, managing relationships and driving business with key firms.

The role requires deep knowledge of mutual funds, SMA, ETF, and portfolio construction, plus the ability to leverage Excel, PowerPoint, and Tableau for client analyses. You will present results, set goals, and measure performance, earning a competitive base salary plus commissions and

Qualifications

• Proven track record in third-party distribution and mutual fund sales.
• Deep knowledge of SMA, ETF, and CIT sales cultures.
• Strong portfolio construction knowledge and ability to synthesize data.

Responsibilities

• Lead sales initiatives in the Wirehouse Channel for Capital Group.
• Identify client and firm needs and coordinate service delivery.
• Manage presence and results with Wirehouse firms and deliver compelling presentations.
• Build long-term relationships and achieve performance goals.

Skills

Third-party distribution

Mutual funds knowledge

Portfolio construction

Excel/PowerPoint/Tableau

Relationship-building

Designations: Series 7/66/CIMA/CFA

Tools

Excel

PowerPoint

Tableau

Job description

Capital Group is seeking a Wealth Management Consultant for the New York City territory. You will lead sales initiatives across Wirehouse channels, managing relationships and driving business with key firms.

The role requires deep knowledge of mutual funds, SMA, ETF, and portfolio construction, plus the ability to leverage Excel, PowerPoint, and Tableau for client analyses. You will present results, set goals, and measure performance, earning a competitive base salary plus commissions and