Wealth Management Consultant Drive Growth & Client Impact
capital groupScottsdale, AZ
Wealth Management Consultant Drive Growth & Client Impact
L4
capital groupScottsdale, AZ4 days ago
Occupations
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesAdministrative Management and General Management Consulting ServicesCapital Group seeks a Wealth Management Consultant to join our wholesaling team in the Cross Channel segment. You will identify firm needs, coordinate efforts, and manage American Funds Distributions relationships to drive results and investor outcomes.
You’ll lead a territory team including an Internal Wholesaler, Divisional Wholesaler, and Regional Wholesaler, while leveraging Excel, PowerPoint and Tableau for custom analysis and presentations.
Apply now (opens in a new tab)
Level
MidL4
Location
Scottsdale, AZ
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
4 days ago
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