Private Wealth Consultant – Outsourced Advisory Solutions
| Company | Capital Group |
|---|---|
| Location | San Francisco, CA, USA, Los Angeles, CA, USA, Chicago, IL, USA, New York, NY, USA, Atlanta, GA, USA |
| Salary | $150000 – $175000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- outstanding professional experience and industry knowledge, including a deep understanding of private wealth and financial advisor needs
- proven record of success as a leader in sales
- demonstrated ability to build and nurture relationships with colleagues and external advisors
- strong executive presence and professional maturity
- collaborative, partnering seamlessly with internal and external stakeholders to drive business outcomes
- minimum of a Bachelors’ degree
- Series 65 required
- additional designations CIMA, CFP, CFA or CPWA strongly preferred
Responsibilities
- lead the OAS sales process in your territory
- partner with the sales force to identify advisors who need help servicing the complex needs of high net worth households
- work directly with advisors to close business
- source new opportunities
- own the sales process
- work in close partnership with the OAS Relationship Managers for onboarding, due diligence, and development of custom solutions
Preferred Qualifications
- additional designations CIMA, CFP, CFA or CPWA strongly preferred