XC Wealth Management Consultant - Milwaukee

At Capital Group, you'll be a key member of our wholesaling team leading sales initiatives in the Cross Channel segment. You'll manage American Funds Distributions presence, relationships and business results with key firms.

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 consisting of an Internal Wholesaler, Divisional Wholesaler and Regional Wholesaler
• Strong partner with your Retirement Plan Wholesaler, asset class, vehicle and practice management specialists to drive results
• Proven track record and a 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 time-away and health benefits from day one
• Flexible work options
• 2-for-1 matching gifts for charitable contributions
• Annual grants for organizations you love
• On-demand professional development resources
• Individual annual performance bonus
• Capital's annual profitability bonus
• Retirement plan where Capital contributes 15% of your eligible earnings