Divisional Wealth Management Consultant - San Francisco / San Jose
Capital GroupSan Francisco, California, United States • San Jose, California, United States
Posted April 10, 2026
75000 - 100000 USD
Full Time
About the Company
Capital Group is a leading investment management company with 9,000 associates in 30+ offices around the world.
Job Description
Capital Group seeks a Divisional Wealth Management Consultant to drive sales in a specific geographic area, educating and motivating financial advisors to increase sales. The ideal candidate has 3+ years of experience as an internal wholesaler, a degree in finance, economics, statistics, or a relevant field, and strong presentation and communication skills.
Requirements
- Business-owner mindset
- Self-motivated and structured
- Strong presentation skills
- Excellent communicator
- Ability to leverage technologies to create custom analysis
Benefits
- Competitive salary
- Bonuses and benefits
- Company-funded retirement contribution
- Discretionary annual incentive program
- Paid time off
- Medical, dental, and retirement benefits
