[Remote] Divisional Wealth Management Consultant - New Jersey & Long Island

Note: The job is a remote job and is open to candidates in USA. Capital Group is a leading investment management firm, and they are seeking a Divisional Wealth Management Consultant. The role involves driving sales, educating financial advisors, and collaborating with a team to enhance investor outcomes.

Responsibilities

• Driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area
• Educating, training, and motivating financial advisors from all channels
• Increasing sales in the territory
• Setting goals and measuring performance against them
• Collaborating with Senior Sales Force members to identify opportunities for better investor outcomes
• Delivering individual, small and large group, and investor-based presentations
• Engaging Financial Advisors in person and virtually

Skills

• You have a degree in finance, economics, statistics, or a relevant field of study
• You have 3+ years of experience as an internal wholesaler and have spent a significant amount of time in front advisors and clients (virtual and or telephone)
• You have a proven track record selling mutual funds, ETFs, and Retirement Plan products
• You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Bloomberg, FactSet, etc.)
• You are an excellent communicator including the ability to deliver persuasive, concise, and well-organized presentations and messages
• You're well-versed in synthesizing information and presenting it in a distilled manner
• You have the following licenses: Series 7 and 66 or 7, 63, and 65
• You preferably have experience managing your own sales territory where there was individual sales accountability

Benefits

• Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• Access on-demand professional development resources that allow you to hone existing skills and learn new ones
• In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
• Employees are eligible for standard benefits package including paid time off, medical, dental and retirement.

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