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Territory Wealth Consultant: Financial Advisor Outreach

$105.46k - $168.73k

Capital Group

Capital Group is looking for a sales-focused individual in New York to join their Regional Sales Office. This role involves developing territory sales plans, conducting outreach to financial advisors, and maintaining client records in Salesforce. Candidates should have at least one year of sales experience in the financial services industry and be adept at building strong relationships. The position offers a competitive salary range of $105,459 – $168,734, plus bonuses and benefits, including generous time-away and professional development resources. Candidates must hold the Securities Industry Essentials (SIE) exam and preferably Series 6 or 7 licenses. #J-18808-Ljbffr Capital Group

Vacancy posted 3 days ago
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