Wealth Management Consultant — Seattle Growth & Impact

Capital Group; Seattle (WA); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Performance bonus

Retirement plan with 15% contribution

Job summary

Capital Group in Seattle seeks a Wealth Management Consultant to lead sales initiatives within the Wirehouse Channel, building relationships with firm representatives and delivering compelling presentations.

You bring deep knowledge of mutual funds, SMA, ETF, and CIT products, plus portfolio construction skills and proficiency with Excel, PowerPoint, and Tableau; designations such as Series 7/66/CIMA/CFA are a plus.

Qualifications

• Proven track record in third-party distribution.
• Deep technical knowledge of portfolio construction.
• Ability to create custom analyses using Excel/PowerPoint/Tableau.
• Strong presentation and synthesis skills.
• Designations such as Series 7, 66, CIMA and CFA are a plus.

Responsibilities

• Lead sales initiatives in the Wirehouse Channel; identify needs and coordinate efforts to serve them.
• Manage American Funds distributions presence, relationships, and business results with key Wirehouse firms.
• Deliver motivational and informative presentations and measure performance against goals.

Skills

Third-party distribution & sales

Portfolio construction

Mutual funds knowledge

Excel/PowerPoint/Tableau

Presentation skills

Professional designations (Series 7, /

Tools

Excel

PowerPoint

Tableau

Job description

Capital Group in Seattle seeks a Wealth Management Consultant to lead sales initiatives within the Wirehouse Channel, building relationships with firm representatives and delivering compelling presentations.

You bring deep knowledge of mutual funds, SMA, ETF, and CIT products, plus portfolio construction skills and proficiency with Excel, PowerPoint, and Tableau; designations such as Series 7/66/CIMA/CFA are a plus.