Divisional Wealth Management Consultant - Madison & NW Illinois

I can be myself at work.

We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission.

I can influence my income.

• Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide.
• You’ll receive a competitive salary, bonuses and benefits.
• Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

I can lead a full life.

• You bring unique goals and interests to your job and your life.
• We’ll give you the resources that can set you up for success.
• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options.
• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love.
• Access on-demand professional development resources that allow you to hone existing skills and learn new ones.

I can succeed as a Divisional Wealth Management Consultant at Capital Group.

As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area. Your role as a DWMC will include educating, training, and motivating financial advisors from all channels, with an ultimate goal of increasing sales in the territory.

• You have a business-owner mindset, are self-motivated, and are someone who is structured and process-oriented.
• You are motivated by setting goals and measuring your performance against them.
• You are a well-rounded collaborator and work skillfully with Senior Sales Force members to identify opportunities for better investor outcomes.
• You will also need to have strong presentation skills in order to deliver individual, small and large group, and investor-based presentations.

Territory:

Madison & NW Illinois

I am the person Capital Group is looking for.

• You have a degree in finance, economics, statistics, or a relevant field of study.
• You have 3+ years of experience as an internal wholesaler and have spent a significant amount of time in front advisors and clients (virtual and or telephone).
• You preferably have experience managing your own sales territory where there was individual sales accountability.
• You have a proven track record selling mutual funds, ETFs, and Retirement Plan products.
• You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Bloomberg, FactSet, etc.).
• You are an excellent communicator including the ability to deliver persuasive, concise, and well-organized presentations and messages.
• You’re well-versed in synthesizing information and presenting it in a distilled manner.
• You have the following licenses: Series 7 and 66 or 7, 63, and 65.

Deadline to apply:

6/22/2026

Base Salary:

$75,000 + applicable sales commissions and bonuses

Additional Compensation and Benefits:

• Discretionary annual incentive program.
• Standard benefits package including paid time off, medical, dental and retirement.

Apply Now:

If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.

Learn More About Capital Group:

• Our culture, compensation and opportunities empower our associates to build successful and prosperous careers.
• We know that our history is a testament to the strength of the people we hire.
• We have more than 9,000 associates in 30+ offices around the world.
• We are an equal opportunity employer.
• We comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment.

Compensation and Benefits:

• A highly competitive base salary.
• An individual annual performance bonus.
• Capital’s annual profitability bonus.
• A retirement plan where Capital contributes 15% of your eligible earnings.

Equal Opportunity Employer:

• We comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment.
• We are an equal opportunity employer.
• We 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.