Divisional Wealth Management Consultant - Los Angeles, Pasadena, Hawaii
Capital GroupLos Angeles, California, United States • Pasadena, California, United States • Hawaii, United States
Posted April 10, 2026
75000 - 150000 USD
Full Time
About the Company
Capital Group is a global investment management company that offers a culture, compensation, and opportunities that empower associates to build successful and prosperous careers.
Job Description
Capital Group is seeking a Divisional Wealth Management Consultant to drive sales and work with financial advisors in the Los Angeles, Pasadena, and Hawaii territories. The role involves educating, training, and motivating advisors to increase sales and improve investor outcomes.
Requirements
- Degree in finance, economics, statistics, or a relevant field of study
- 3+ years of experience as an internal wholesaler with significant time in front of advisors and clients
- Proven track record selling mutual funds, ETFs, and Retirement Plan products
- Leverage technologies to create custom analysis (Excel, PowerPoint, Bloomberg, Backset, etc.)
- Excellent communication and presentation skills
- Series 7 and 66 or 7, 63, and 65 licenses
Benefits
- Competitive base salary and sales commissions and bonuses
- Annual performance bonus
- Retirement plan with Capital contributing 15% of eligible earnings
- Paid time off, medical, dental, and retirement benefits
- 2-for-1 matching gifts for charitable contributions
- On-demand professional development resources