Internal Wealth Specialist

About the role

We are seeking a skilled and motivated Internal Wealth Specialist to join our dynamic team. This role requires a sales-focused mentality, excellent communication skills, and a passion for helping financial professionals achieve their goals.

Responsibilities

• Build and maintain strong relationships with financial professionals in your assigned territory.
• Identify and pursue opportunities to implement Capital Group solutions.
• Conduct complex sales calls with advisors and collaborate with the Wealth Management Consultant to drive sales in the territory.
• Develop and execute territory sales plans.
• Generate leads and schedule meetings with financial advisors.
• Provide insights on products, capital markets, portfolio construction, practice management, retirement landscape, and follow-up to advisors.
• Maintain accurate records of client interactions, pipeline management, and sales activities in Salesforce.
• Analyze territory business intelligence, including advisor engagement, and contribute to strategic planning.
• Collaborate with marketing and product teams to deliver targeted campaigns and messaging.
• Stay current on industry trends, messaging, competitor offerings, and regulatory changes.

Requirements

• At least one year of sales experience in the financial services industry.
• A sales-focused mentality, goal-oriented, and expert communicator with strong interpersonal skills.
• Exceptional organizational skills, time management, and detail-oriented with the ability to multi-task.
• Collaborative and able to work effectively in team settings, partnering actively with Capital Group sales teams and financial advisors.
• A continuous learner with an understanding of investment concepts and products, and keen interest in staying abreast of market trends and insights.
• A self-starter who can work with autonomy.

Qualifications

• Hold the Series 7 license and 66 licenses after being hired.
• Obtain the Series 6 license if not already held at the time of application.
• Must hold the SIE to apply.

Skills

• Strong communication and interpersonal skills.
• Ability to build and maintain strong relationships.
• Excellent organizational and time management skills.
• Knowledge of investment concepts and products.
• Interest in staying abreast of market trends and insights.
• Self-starter with the ability to work with autonomy.

Benefits

• Competitive base salary with the potential for individual annual performance bonus, Capital’s annual profitability bonus, and a retirement plan where Capital contributes 15% of your eligible earnings.
• Access to on-demand professional development resources.
• Generous time-away and health benefits from day one.
• Flexible work options.
• Matching gifts for charitable contributions and the opportunity to secure annual grants for the organizations you love.

Pay

$99,484 - $159,174 per year.

Schedule

Full-time position.