XC Wealth Management Consultant - Houston

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.

• 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 Wealth Management Consultant at Capital Group.

• Manage American Funds Distributions presence, relationships and business results with key firms.
• Lead sales initiatives in the Cross Channel segment, identifying firm and firm representatives' needs and coordinate efforts to serve those needs.
• Deliver motivational and informative presentations.
• Motivate by setting goals and measuring your performance against them.
• Work skillfully with other Senior Sales Force members to identify opportunity for better investor outcomes.
• Territory: Houston.

I am the person Capital Group is looking for.

• A proven track record in third-party distribution.
• A broad knowledge of the ETF, Mutual Fund, SMA and CIT business and sales cultures.
• The demonstrated ability to build long-term relationships.
• A strong partner with your Retirement Plan Wholesaler, asset class, vehicle and practice management specialists to drive results.
• A proven track record and a deep technical knowledge of portfolio construction.
• Able to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.).
• Able to synthesize information and present it in a distilled manner.
• One or more of the following designations: Series 7, AIF, AIFA, PPC, CIMA, and CFA.

I can apply in less than 4 minutes.

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.

I Can Learn More About Capital Group.

• At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers.
• Through nine decades, our 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.

Compensation and Benefits

• 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 the United States are excluded from the above mentioned compensation and benefit plans.

EEO Statement

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.