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Divisional Wealth Management Consultant - Madison & NW Illinois

$75k

Capital 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

Vacancy posted 2 days ago
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