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Internal Wealth Specialist
124 AFD AFD Indianapolis, IN
$70k-105k (estimate)
Full Time 1 Week Ago
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124 AFD AFD is Hiring an Internal Wealth Specialist Near Indianapolis, IN

“I can succeed as an Internal Wealth Specialist at Capital Group.” As one of our Internal Wealth Specialist, you’ll play a critical role in creating investment plans for our clients. You’re motivated by setting goals and measuring your performance against them. You’ll collaborate with external wholesalers and financial advisors to identify new opportunities for our investment suite of products. Together, you’ll develop and execute critical territory coverage. You’re well-versed in synthesizing information and presenting it in a distilled manner. By making personalized outbound calls, you’ll initiate sales and present compelling solutions to promote American Funds. “I am the person Capital Group is looking for.” You have a bachelor’s degree. You have strong communication skills and are experienced at delivering sales ideas in presentation format and over the phone. You are goal and action oriented and have created and executed on business plans. You thrive in team settings and work well partnering with others to achieve success. You are experienced in the financial industry and stay current on market conditions. You have your Series 7 and Series 66 (Series 63 and 65 alternatively) license. You have more than one year experience as an internal wholesaler (preferred). Deadline to apply: 11/02/2023 ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ Indianapolis Base Salary Range: $73,574-$117,718 ‎ ‎ ‎ ‎ ‎ 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. You can learn more about our compensation and benefits here. * Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law. Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. Our shared values of integrity, client focus, long-term view, diverse perspectives and community inspire our associates every day. A career at Capital Group means having countless opportunities to explore, grow and succeed. Learn more about compensation & retirement Learn more about our benefits Learn more about our hybrid schedule Learn more about our DE&I efforts

Job Summary

JOB TYPE

Full Time

SALARY

$70k-105k (estimate)

POST DATE

06/22/2024

EXPIRATION DATE

08/22/2024

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The job skills required for Internal Wealth Specialist include Presentation, Communication Skills, Integrity, Partnering, etc. Having related job skills and expertise will give you an advantage when applying to be an Internal Wealth Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Internal Wealth Specialist. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Internal Wealth Specialist positions, which can be used as a reference in future career path planning. As an Internal Wealth Specialist, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Internal Wealth Specialist. You can explore the career advancement for an Internal Wealth Specialist below and select your interested title to get hiring information.

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