Internal Wealth Specialist

About the role

We are seeking an experienced Internal Wealth Specialist to join our dynamic team at Capital Group. This role offers a unique blend of personal and professional growth, with a focus on building strong relationships with financial professionals and driving sales in your designated territory.

Responsibilities

• Partner with external wholesalers to develop and execute territory sales plans.
• Conduct outbound calls to financial advisors to promote products, generate leads, and schedule meetings.
• 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.
• Strong interpersonal skills and proven ability to build relationships with colleagues and external clients.
• Exceptional organizational skills, time management, and attention to detail with the ability to multi-task.
• Collaborative mindset, able to partner actively with Capital Group sales teams and financial advisors to identify new opportunities.
• Continuous learner with a good understanding of investment concepts and keen interest in staying abreast of market trends and insights.
• Self-starter with the ability to work with autonomy.

Qualifications

• Hold the Series 7 license and 66 licenses after being hired.
• Series 6 or 7 preferred at time of application.
• Must hold the SIE to apply.

Benefits

• Competitive base salary ranging from $105,459 - $168,734.
• Individual annual performance bonus.
• Capital’s annual profitability bonus.
• Retirement plan where Capital contributes 15% of your eligible earnings.

Pay

New York Base Salary Range: $105,459-$168,734

Schedule

Full-time position based in New York.