Internal Wealth Specialist

Role Overview Capital Group’s Regional Sales Office (RSO) is comprised of over 300 associates, and is the dynamic, collaborative hub that drives sales, operations, and innovation. As one of our Internal Wealth Specialists, you will be responsible for building and maintaining strong relationships with financial professionals in your assigned territory and identifying opportunities to implement Capital Group solutions. Responsibilities Partner with external wholesalers to develop and execute territory sales plans. Conduct outbound calls to financial advisors to promote products, generate leads, and schedule meetings. Provide insights on products, capital markets, portfolio construction, practice management, retirement landscape and follow-up to advisors. Maintain accurate records of client interactions, pipeline management and sales activities in Salesforce. Analyze territory business intelligence, including advisor engagement, and contribute to strategic planning. Collaborate with marketing and product teams to deliver targeted campaigns and messaging. Stay current on industry trends, messaging, competitor offerings, and regulatory changes. Qualifications Sales‑focused mentality, goal‑oriented, with at least one year of sales experience in the financial services industry. Expert communicator with strong interpersonal skills and ability to build relationships with colleagues and external clients. Exceptional organizational skills, time management, and detail‑oriented with ability to multi‑task. Collaborative and thrives in team settings, partnering with Capital Group sales teams and financial advisors to identify new opportunities for our investment suite of products. Continuous learner with understanding of investment concepts and products, and interest in staying abreast of market trends and insights. Self‑starter who can work with autonomy. Registration Requirements: Must hold the SIE to apply. Series 6 or 7 are strongly preferred at the time of application. If not already held, must obtain the Series 7 license & 66 licenses after being hired. Benefits Competitive salary, annual performance bonus, Capital’s annual profitability bonus, and a retirement plan with a 15% company contribution. Generous time‑away and health benefits from day one. Flexible work options, including hybrid schedules. 2‑for‑1 matching gifts for charitable contributions and opportunities to secure annual grants for organizations you support. On‑demand professional development resources to hone existing skills and learn new ones. Equal Opportunity Employment We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. Our policies 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. #J-18808-Ljbffr 124 CCG CCG