XC Wealth Management Consultant - Houston

About the role

As one of our Wealth Management Consultants, you will be a key member of our wholesaling team leading sales initiatives in the Cross Channel segment, identifying firm and firm representatives' needs and coordinate efforts to serve those needs. You'll manage American Funds Distributions presence, relationships and business results with key firms. You excel at delivering motivational and informative presentations. You're motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with other Senior Sales Force members to identify opportunity for better investor outcomes.

Territory

Houston

Responsibilities

• Lead sales initiatives in the Cross Channel segment
• Identify firm and firm representatives' needs and coordinate efforts to serve those needs
• Manage American Funds Distributions presence, relationships and business results with key firms
• Deliver motivational and informative presentations
• Collaborate with other Senior Sales Force members to identify opportunity for better investor outcomes

Qualifications

• Proven track record in third-party distribution
• Broad knowledge of the ETF, Mutual Fund, SMA and CIT business and sales cultures
• Demonstrated ability to build long-term relationships
• Effectively lead and motivate a territory team consisting of an Internal Wholesaler, Divisional Wholesaler and Regional Wholesaler
• Strong partner with your Retirement Plan Wholesaler, asset class, vehicle and practice management specialists to drive results
• Proven track record and deep technical knowledge of portfolio construction
• Ability to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.)
• Well-versed in synthesizing information and presenting it in a distilled manner
• One or more of the following designations: Series 7, AIF, AIFA, PPC, CIMA, and CFA

Pay

Base salary for this role is $75,000–$100,000 plus applicable sales commissions and bonuses. Specific pricing may vary within the above range based on many factors including candidate experience and skills. In addition to base salary, 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.