Wealth Management Consultant - Upstate NY Territory
Capital Group
Capital Group is seeking a Divisional Wealth Management Consultant to drive sales in Upstate New York & Erie. You will educate and motivate financial advisors across channels, aiming to increase territory sales. A business-owner mindset, self-motivation, and structured, process-oriented work style are essential. You should have 3+ years in internal wholesaling, a proven track record in selling mutual funds, ETFs, and retirement plan products, and licenses Series 7 and 66 or 7, 63, 65. #J-18808-Ljbffr Capital Group
Vacancy posted 2 days ago
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