XC Wealth Management Consultant - Houston

Capital Group; Houston (TX); On-site; USD 75,000 - 100,000; Full time

Job summary

Capital Group seeks a Wealth Management Consultant in Houston to lead sales initiatives across the Cross Channel segment, building long-term relationships with firms and advisors while delivering motivating, informative presentations.

You will synthesize market data into actionable analyses, collaborate with Senior Sales Force, and leverage your portfolio construction knowledge along with Excel, PowerPoint and Tableau to drive investor outcomes.

Qualifications

• You have a proven track record in third-party distribution and knowledge of ETF, Mutual Fund, SMA and CIT businesses.
• You can lead a territory team including an Internal Wholesaler, Divisional Wholesaler and Regional Wholesaler.
• You partner with Retirement Plan Wholesaler and other specialists to drive results.
• You have deep knowledge of portfolio construction.
• You leverage Excel, PowerPoint and Tableau to create custom analyses.
• You synthesize information and present it clearly to stakeholders.
• One or more of the following designations: Series 7, AIF, AIFA, PPC, CIMA, CFA.

Responsibilities

• Lead sales initiatives in the Cross Channel segment and manage relationships with key firms.
• Coordinate efforts to serve needs of firms and advisors.
• Deliver motivational and informative presentations to clients and teams.
• Measure performance and drive results against goals and benchmarks.
• Collaborate with Senior Sales Force members to identify opportunities for investor outcomes.

Skills

Territory leadership

Relationship management

Synthesis and presentation

Strategic selling

Team collaboration

Education

Series 7

AIF

AIFA

PPC

CIMA

CFA

Tools

Excel

PowerPoint

Tableau

Job description

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we’re committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

“I can influence my income.”

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

“I can lead a full life.”

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• Access on-demand professional development resources that allow you to hone existing skills and learn new ones

“I can succeed as a Wealth Management Consultant at Capital Group.”

As one of our Wealth Management Consultants, you will be a key member of our wholesaling team leading sales initiatives in the Cross Channel segment, identifying firm and firm representatives' needs and coordinate efforts to serve those needs. You’ll manage American Funds Distributions presence, relationships and business results with key firms. You excel at delivering motivational and informative presentations. You’re motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with other Senior Sales Force members to identify opportunity for better investor outcomes.

Territory

Houston

“I am the person Capital Group is looking for.”

• You have a proven track record in third-party distribution, a broad knowledge of the ETF, Mutual Fund, SMA and CIT business and sales cultures, and the demonstrated ability to build long-term relationships.
• You can effectively lead and motivate a territory team consisting of an Internal Wholesaler, Divisional Wholesaler and Regional Wholesaler
• You are a strong partner with your Retirement Plan Wholesaler, asset class, vehicle and practice management specialists to drive results
• You have a proven track record and a deep technical knowledge of portfolio construction.
• You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.).
• You’re well-versed in synthesizing information and presenting it in a distilled manner.
• You have one or more of the following designations: Series 7, AIF, AIFA, PPC, CIMA, and CFA

Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000/100,000+ applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.

“I can apply in less than 4 minutes.”

“I Can Learn More About Capital Group.”

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal is to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

• Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.