FC Wealth Management Consultant - Atlanta

Learn more about Capital Group
Capital Group

Capital Group

FC Wealth Management Consultant - Atlanta

Atlanta, GA
Full Time
Paid
  • Responsibilities

    “I can succeed as a Wirehouse Wholesaler at Capital Group.”

    As one of our Wholesalers, you’ll lead sales initiatives in the Financial Conglomerate (Wirehouse) Channel segment, identifying firm and firm representatives needs and coordinate efforts to serve those needs. You’ll manage American Funds Distributions presence, relationships, and business results with key Financial Conglomerate Wirehouse firms. You excel at delivering motivational and informative presentations. You’re motivated by setting goals and measuring your performance against them.

    Territory: Atlanta

    “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, ETF 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’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, and/or CIMA, and CFA

    Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $50,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills.Roles may also be eligible for additional compensation and/or benefits.Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.

    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.

  • Industry
    Investment Management
  • About Us

    Through nine decades, Capital Group’s goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. Private ownership allows us to keep our eyes on the long term while more than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day.