Wealth Management Consultant, Regional Sales Leader
capital groupDenver, CO
Wealth Management Consultant, Regional Sales Leader
L4
capital groupDenver, CO3 days ago
Occupations
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesCapital Group is seeking a Wealth Management Consultant to lead sales initiatives in the Cross Channel segment within the Kentucky territory. You will manage relationships with key firms, identify needs, and coordinate with internal wholesalers to drive results.
The role requires deep product knowledge of ETFs, mutual funds, SMA, and CITs, plus strong portfolio-construction skills and the ability to present insights clearly with Excel/PowerPoint/Tableau.
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Level
MidL4
Location
Denver, CO
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
3 days ago
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