Divisional Wealth Management Consultant - Madison & NW Illinois
$75kCapital Group
Divisional Wealth Management Consultant As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area. Your role includes educating, training, and motivating financial advisors from all channels, with the ultimate goal of increasing sales in the territory. You have a business‑owner mindset, are self‑motivated, structured and process‑oriented. You are motivated by setting goals and measuring performance against them, work well with Senior Sales Force members to identify opportunities for better investor outcomes, and deliver presentations to individuals, small and large groups, and investors. Approximately 75% of your time will be spent engaging your Financial Advisors in person and 25% virtually. Location Madison & NW Illinois Qualifications Degree in finance, economics, statistics, or a relevant field of study. 3+ years of experience as an internal wholesaler with significant front‑advisor and client interaction (virtual or telephone). Experience managing your own sales territory with individual sales accountability is preferred. Proven track record selling mutual funds, ETFs, and Retirement Plan products. Proficiency with technologies for custom analysis (Excel, PowerPoint, Bloomberg, Backset, etc.). Excellent communicator with persuasive, concise, and well‑organized presentation skills. Ability to synthesize information and present it in a distilled manner. Licenses: Series 7 and 66 or 7, 63, and 65. Compensation & Benefits Base salary $75,000 plus applicable sales commissions and bonuses. Standard benefits package including paid time off, medical, dental, and retirement (Capital contributes 15% of eligible earnings). Company‑funded retirement contribution at 15% of eligible earnings. Charitable gift matching 2‑for‑1. On‑demand professional development resources. Flexible work options. Equal Opportunity Employer – We comply with all federal, state, and local laws prohibiting discrimination and 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. *Temporary positions in the United States are excluded from the above compensation and benefit plans. #J-18808-Ljbffr Capital Group
$75k
...Job Summary As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area. Your role as a DWMC will include educating, training, and...SuggestedTemporary workLocal areaFlexible hours$75k
Job Overview Divisional Wealth Management Consultant at Capital Group. You will drive sales as part of a Territory Team, working with up to three other Wealth Management Consultants in a specific geographic area. The role involves educating, training, and motivating financial...SuggestedBase plus commissionLocal areaFlexible hours$75k
Divisional Wealth Management Consultant As a Divisional Wealth Management Consultant, you will drive sales as part of a Territory Team working with up to three Wealth Management Consultants within a specific geographic area. You will educate, train, and motivate financial...SuggestedLocal areaFlexible hours$75k
Capital Group is looking for a Divisional Wealth Management Consultant in the United States. This role requires a strong sales focus, working with financial advisors to enhance performance and deliver impactful presentations. The ideal candidate will have a degree in a...SuggestedFlexible hours$75k
Capital Group is seeking a Divisional Wealth Management Consultant based in Denver, Colorado. In this pivotal role, you will drive sales as part of a Territory Team and engage closely with financial advisors to enhance sales strategies. The position requires proven experience...Suggested- Capital Group is seeking a Divisional Wealth Management Consultant in Denver, Colorado. This role focuses on driving sales within a Territory Team, leading financial advisors to achieve better investor outcomes. You'll educate and motivate advisors while delivering presentations...
$75k - $100k
Job Summary As one of our Wealth Management Consultants, you will be a key member of our wholesaling team leading sales initiatives in the Cross... ...motivate a territory team consisting of an Internal Wholesaler, Divisional Wholesaler and Regional Wholesaler You are a strong...Local areaFlexible hours- Capital Group is seeking a Divisional Wealth Management Consultant based in Denver, Colorado. The role focuses on driving sales and educating financial advisors within the Dakotas & Nebraska territory. You will work in a collaborative environment, delivering presentations...
$75k
Capital Group is looking for a Divisional Wealth Management Consultant in Denver, Colorado. The role involves driving sales by educating and motivating financial advisors, alongside other Wealth Management Consultants. The ideal candidate will have a degree in finance or...$75k
Capital Group is seeking a Divisional Wealth Management Consultant in Colorado, responsible for driving sales within a territory. You will collaborate with financial advisors, educating and motivating them to increase sales of investment products. The ideal candidate has...$75k
Capital Group seeks a Divisional Wealth Management Consultant in Denver, CO, to drive sales with financial advisors within a designated territory. The role demands strong presentation and communication skills, a business-owner mindset, and a proven sales background. Candidates...$163.8k - $200.36k
Position: Asset Management Director Job Description: RichardsonRFPD, (Radio Frequency Plasma Discharge) Inc. is a global leader in the... ...equivalent experience. Work Arrangement For candidates in Colorado and Illinois; Hybrid: Tuesday, Wednesday, Thursday required office days;...Hourly payFull timeTemporary workWork experience placementWork at officeRemote workWork from homeWorldwideMonday to Friday$75k
About this role As one of our Wealth Management Consultants, you'll lead sales initiatives in the Wirehouse Channel segment, identifying firm and representative needs and coordinating efforts to serve those needs. You will manage American Funds Distributions presence, relationships...Local areaFlexible hours$147k - $241.5k
...fullest potential. Leads a team of Claims Consultants and Consulting Directors that are... ...business results through effective team management and the resolution of all claims activities... ..., California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and...Work experience placementWork at officeLocal area$220k - $224.5k
...Wilmington, Delaware 19801; Fort Myers, Florida 33901; Chicago, Illinois 60606; Des Moines, Iowa 50309; Fort Wayne, Indiana 46802;... ...property compliance programs. The unclaimed property team currently manages the State of Delaware's voluntary disclosure program for unclaimed...Live inWorldwide- ...Denver , CO , as a part-time Senior Living Cooperative Property Manager . About Paramark Founded in 1971 and headquartered in... ...growth, managing properties across Minnesota, Wisconsin, Iowa, Illinois, Colorado, Texas, Kansas, Florida, and North Dakota. About...Contract workPart timeWork at officeLocal areaImmediate start
$75k - $100k
Capital Group is seeking a Wealth Management Consultant in Denver, Colorado. This role involves leading sales initiatives within the Cross Channel segment and managing relationships with key firms. Successful candidates will have a proven track record in third-party distribution...Flexible hours- Executive Director, Wealth Planner Wealth Planning & Advice is a group of experts in trusts... ...planning, and concentrated position management (such as 10b5-1 plans, derivative-based... ...role. Job Responsibilities: Work with divisional leadership and WP&A leadership to develop...Local area
$97k - $189k
...senior level leaders and within the broadest authority limits, to manage the most complex, highest exposure commercial claims for a... ...role. In District of Columbia, California, Colorado, Connecticut, Illinois, Maryland, Massachusetts, New York and Washington, the national...Work experience placementWork at officeLocal areaShift work$66.12k - $110.21k
## Commercial Escrow OfficerApplylocations: USA CO Denver - 55 Madison Sttime type: Full timeposted on: Posted Yesterdayjob requisition... ...-party between buyers and sellers during a real estate sale, managing funds and processing real estate transactions* Understands how...- ...dedicated professional to join our team as a Regional Property Manager in our Colorado territory. About Paramark Founded in 19... ...growth, managing properties across Minnesota, Wisconsin, Iowa, Illinois, Colorado, Texas, Florida, Kansas, Washington, and North Dakota...Full timeContract workTemporary workWork at officeLocal areaImmediate start
$103.05k - $163.32k
...litigants, and victims; client rehabilitation; and meaningful community engagement. STATEMENT OF DUTIES General Statement Of Duties: Manages the preparation, allocation and expenditure of the Colorado Judicial Department budget. Distinguishing Factors: This classification...Full timeWork at officeTrial period- Capital Group is seeking a Wealth Management Consultant in Denver, Colorado, to lead sales in the Wirehouse Channel. The ideal candidate will manage relationships, identify client needs, and deliver presentations while ensuring performance meets business goals. A proven...Flexible hours
- ## Private Wealth DirectorApplylocations: Denver, COtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R153882**About... ...leading technology and exceptional service.1. Cultivates and manages deep, long-term relationships with clients, serving as the central...Temporary workFlexible hours
$105k
Claims Manager, Auto | Bodily Injury & Property Damage PRIMARY PURPOSE To manage the technical and operational functions within assigned office(s) including compliance with company standards and industry best practices; to ensure consistent delivery of quality services;...Work at officeFlexible hours$85k - $110k
...least 5 years of claims handling experience, strong leadership skills, and proficiency in analytical tasks. Responsibilities include managing a team, ensuring compliance, and delivering exceptional customer service outcomes. The ideal candidate will thrive in a fast-paced...Full time$110k - $150k
...windows, roofing, and siding while delivering value, safety & peace of mind. They are headquartered in Eagan, Minnesota. The Claims Manager is responsible for leading the insurance claims process for residential and multi-family restoration projects, ensuring the Company...For contractorsWork at office- ...Responsibilities Manage assigned claims from intake through resolution Coordinate with carriers, TPAs, adjusters, brokers claims consultants and internal teams. Support incident reporting, documentation, and loss investigations Review policies to identify coverage issues...Work at office
$100k - $140k
...Liability Claims Manager Location: Lakewood, CO (Branch Office) Work Arrangement: Hybrid (with required business travel) Salary Range: $100,000–$140,000 (commensurate with experience) The James Allen Companies Inc. is partnering with a leading provider of specialized insurance...Work at officeLocal areaFlexible hoursNight shift$90.2k - $159.05k
...salary range for this position in California, Massachusetts, and New York (excluding most major metropolitan areas), Colorado, Hawaii, Illinois, Maryland, Minnesota, New Jersey, Vermont, Washington or Washington DC is $90,200 - $159,045. For states not referenced above, the...Full timeTemporary workWork at officeRelocationFlexible hoursShift work
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