Wealth Management Consultant — NYC Growth & Benefits

Capital Group; Scottsdale (AZ); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Generous time-off & health benefits

2-for-1 matching gifts

On-demand professional development

Job summary

Capital Group is seeking a Wealth Management Consultant to lead sales initiatives in the Wirehouse Channel and coordinate efforts to meet client needs. You will manage relationships, deliver presentations, and drive results across firm and representative teams.

The role emphasizes portfolio construction know-how, leading conversations with advisors, and leveraging Excel, PowerPoint, and Tableau for analysis and reporting. Strong communication is essential.

Qualifications

• Proven track record in third-party distribution.
• Broad knowledge of mutual funds, SMA, ETF and CIT businesses.
• Ability to build long-term relationships and influence outcomes.

Responsibilities

• Lead sales initiatives in the Wirehouse Channel.
• Coordinate efforts to serve firm and representative needs.
• Manage American Funds Distributions presence, relationships and business results with key Wirehouse firms.
• Deliver motivational and informative presentations.
• Set goals and measure performance against them.

Skills

Third-party distribution

Portfolio construction

Relationship building

Financial analysis

Excel

PowerPoint

Tableau

Education

Series 7, 66, CIMA, CFA

Tools

Excel

PowerPoint

Tableau

Job description

Capital Group is seeking a Wealth Management Consultant to lead sales initiatives in the Wirehouse Channel and coordinate efforts to meet client needs. You will manage relationships, deliver presentations, and drive results across firm and representative teams.

The role emphasizes portfolio construction know-how, leading conversations with advisors, and leveraging Excel, PowerPoint, and Tableau for analysis and reporting. Strong communication is essential.