Regional Wealth Management Consultant

“I can be myself at work.” You are more than a job title. 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. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

About the role

As a Regional Wealth Management Consultant, you will be responsible for developing and implementing a business plan in support of North American Client Group (NACG) sales goals and covering a defined territory as the sole wholesaler; partnering with other key territory stakeholders to ensure comprehensive territory coverage of advisors. You will work independently to create relationships and drive sales to raise and retain assets primarily through virtual interactions and strategic in person interactions with financial advisors; identify advisors’ business practice needs and their clients’ needs.

Responsibilities

• Develop and implement a business plan in support of NACG sales goals for a defined territory.
• Partner with key territory stakeholders to ensure comprehensive coverage of advisors.
• Work independently to create relationships and drive sales to raise and retain assets through virtual and in-person interactions.
• Identify advisors’ business practice needs and their clients’ needs.

Requirements

• Demonstrate in-depth knowledge of investment selection and analysis, asset allocation, and portfolio construction methodology.
• Apply investment knowledge to advisors in the market.
• Working knowledge of technology used to develop and provide analyses, virtual meetings, and presentations.
• Understand proficient retirement plan terminology, the marketplace (including ERISA), and various platforms (e.g., advisor-sold investment only (IO)).
• Strong communication, relationship building, and consultative selling skills.
• Bachelor’s degree.
• Hold an SIE and Series 7 and 66 registrations or equivalent.
• 3-5 years of internal/hybrid wholesaling experience.

Benefits

• Competitive base salary, individual annual performance bonus, and Capital’s annual profitability bonus.
• Retirement plan where Capital contributes 15% of your eligible earnings (temporary positions excluded).
• Generous time-away and health benefits from day one.
• Flexible work options.
• 2-for-1 matching gifts for charitable contributions and annual grants for organizations you support.
• On-demand professional development resources.