What are the responsibilities and job description for the Internal Wealth Specialist position at Capital Group Companies?
“I can succeed as an Internal Wholesaler at Capital Group.”
As one of our Internal Wholesalers, you’ll play a critical role in deepening relationships and identifying areas of opportunities with financial advisors to implement Capital Group solutions. You’re motivated by setting goals and measuring your performance against them. You’ll collaborate with geographic territory teams 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 ideas and present compelling solutions to promote Capital Group solutions and raise assets.
“I am the person Capital Group is looking for.”
- You have a Bachelor's degree
- You are well spoken and upbeat with sales experience
- You thrive in team settings, while asking great questions and bouncing ideas off others. You are proactive in sharing your perspective on relevant topics to the team
- You have interest in developing an in-depth understanding of investment concepts
Note: You must hold and/or obtain within the first 90 days of employment the series 7 & 66 license(s).
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.
Salary : $79,019 - $126,430
