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Wealth Management Consultant - Flexible Work & Growth

L4

capital groupDenver, CO3 days ago
Capital Group is seeking a Wealth Management Consultant to lead sales within the Cross Channel segment in Indianapolis. You will manage relations with key firms, drive business results, and deliver compelling presentations. Strong knowledge of ETFs, mutual funds, SMAs, CITs and portfolio construction is required. You will coordinate with a team of internal wholesalers and regional wholesalers, leverage Excel, PowerPoint and Tableau for analysis, and pursue long-term client relationships with a
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Level

MidL4

Location

Denver, CO

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

3 days ago

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