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Wealth Management Consultant
| Company | Capital Group |
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| Location | San Antonio, TX, USA |
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| Salary | $100000 – $120000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level, Senior |
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Requirements
- In-depth knowledge of investment selection and analysis, asset allocation, and portfolio construction methodology
- Working knowledge of technology used to develop and provide analyses, as well as hold virtual meetings and presentations
- Understanding of proficient retirement plan terminology and the marketplace, including ERISA, and various platforms, including advisor-sold investment only (IO)
- Strong communication, relationship building, and consultative selling skills
- Must hold an SIE and Series 7 and 66 registrations or equivalent
- Hold a bachelor’s degree
Responsibilities
- Develop and implement a business plan in support of North American Client Group (NACG) sales goals
- Cover a defined territory as the sole wholesaler
- Partner with other key territory stakeholders to ensure comprehensive territory coverage of advisors
- Create relationships and drive sales to raise and retain assets primarily through virtual interactions and strategic in-person interactions with financial advisors
- Identify advisors’ business practice needs and their clients’ needs
Preferred Qualifications
- 3-5 years of sales experience is preferred
