XC Wealth Management Consultant - Lake Michigan & Northern Indiana

Capital Group is seeking a Wealth Management Consultant to join their wholesaling team, leading sales initiatives in the Cross Channel segment, and managing American Funds Distributions presence with key firms. The ideal candidate will 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.

Requirements

• Proven track record in third-party distribution
• Broad knowledge of the ETF, Mutual Fund, SMA and CIT business and sales cultures
• Demonstrated ability to build long-term relationships
• Ability to lead and motivate a territory team
• Strong partner with Retirement Plan Wholesaler, asset class, vehicle and practice management specialists
• Deep technical knowledge of portfolio construction
• Ability to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.)
• Ability to synthesize information and present it in a distilled manner
• One or more of the following designations: Series 7, AIF, AIFA, PPC, CIMA, and CFA

Benefits

• Generous paid time off
• Health benefits
• Retirement plan with 15% company contribution
• Individual annual performance bonus
• Capital's annual profitability bonus
• Opportunities for flexible work options