Wealth Management Consultant – Seattle Growth & Strategy

124 CCG CCG; United States; On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Generous time off & health benefits

2-for-1 matching gifts

Professional development resources

Job summary

Capital Group is seeking a Wealth Management Consultant in Seattle. You will lead sales initiatives in the Wirehouse Channel, building strong relationships with firms and representatives. You will deliver compelling presentations and coordinate efforts to meet client needs.

You will leverage Excel, PowerPoint, and Tableau to create analyses, drive growth, and measure performance in a dynamic team environment. A strong track record in investment distribution is essential.

Qualifications

• Proven track record in third-party distribution and mutual fund knowledge.
• Strong portfolio construction knowledge and ability to analyze investments.
• Skilled in presenting tailored analyses to wirehouse firms.

Responsibilities

• Lead sales initiatives in the Wirehouse Channel and identify client needs.
• Coordinate relationships to drive business results and growth.
• Deliver motivational and informative presentations to clients and advisors.
• Leverage data tools to create clear, persuasive analyses.

Skills

Relationship building

Portfolio analysis

Presentation skills

Synthesis of information

Education

Series 7

Series 66

CIMA

CFA

Tools

Excel

PowerPoint

Tableau

Job description

Capital Group is seeking a Wealth Management Consultant in Seattle. You will lead sales initiatives in the Wirehouse Channel, building strong relationships with firms and representatives. You will deliver compelling presentations and coordinate efforts to meet client needs.

You will leverage Excel, PowerPoint, and Tableau to create analyses, drive growth, and measure performance in a dynamic team environment. A strong track record in investment distribution is essential.