Wealth Management Consultant - Central Coast & San Fernando Valley

Detalles de la oferta

"I can succeed as a Cross Channel Wholesaler at Capital Group."As one of our Wealth Management Consultants, you will be a key member of our wholesaling team leading sales initiatives in the Cross Channel segment, identifying firm and firm representatives' needs and coordinate efforts to serve those needs. Your territory will cover the Central Coast of California and the San Fernando Valley. You'll manage American Funds Distributions presence, relationships and business results with key Cross Channel firms. You excel at delivering motivational and informative presentations. You're motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with other Senior Sales Force members to identify opportunity for better investor outcomes."I am the person Capital Group is looking for."- You have a proven track record in third-party distribution, a broad knowledge of the mutual fund, SMA and CIT business and sales cultures, and the demonstrated ability to build long-term relationships.- You have a proven track record and a deep technical knowledge of portfolio construction.- You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.).- You are an excellent communicator and have significant sales experience in the registered investment advisor space.- You're well-versed in synthesizing information and presenting it in a distilled manner.- You have one or more of the following designations: Series 7 & 66 designation and/or AIF, AIFA, PPC, CIMA, and CFA- 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._


Salario Nominal: A convenir

Fuente: Jobtome_Ppc

Requisitos

Go To Market Analyst

**Go to Market Analyst**:- Job Id: 10298- City: Jalisco, Jalisco, Mexico- Department: Marketing- Function: Commercial- Employee Type: Permanent Full Time- Se...


Upl Ltd - Jalisco

Publicado 10 days ago

Asesor Afore Guadalajara

Responsabilidades Asesnanciero:Manejo de cartera de clientesVentasAtencion a clientesPensionesSegurosBrindar consultora/asesonanciera Identificar necesidades...


Jalisco

Publicado 10 days ago

Ventas Empresariales

EMPRESA LÍDER DE EN VENTA DE SERVICIOS ESPECIALIZADOS DE SEGURIDAD CORPORATIVOS,POR EXPANSIÓN SOLICITA: REPRESENTANTE DE VENTAS EMPRESARIALESRequisitos:Exper...


Jalisco

Publicado 10 days ago

Galerías Guadalajara Solicita Almacenista

SE PARTE DE ESTE GRAN EQUIPOGALERIAS GUADALAJARA EL MÁS GRANDE DE TODOSOLICITA: Auxiliar de Mantenimiento $6,732 más vales $ 673 más $673 ndo de ahorroOfrece...


Jalisco

Publicado 10 days ago

Built at: 2024-12-28T01:43:35.021Z