XC Wealth Management Consultant - Houston

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 Channel segment, identifying firm and firm representatives' needs and coordinate efforts to serve those needs. You'll manage American Funds Distributions presence, relationships and business results with key firms. You excel at delivering motivational and informative presentations. You're motivated by setting goals and measuring your performance against them. You are a well‑rounded collaborator and work skillfully with other Senior Sales Force members to identify opportunity for better investor outcomes. Territory Houston Qualifications You have a proven track record in third‑party distribution, a broad knowledge of the ETF, Mutual Fund, SMA and CIT business and sales cultures, and the demonstrated ability to build long‑term relationships. You can effectively lead and motivate a territory team consisting of an Internal Wholesaler, Divisional Wholesaler and Regional Wholesaler You are a strong partner with your Retirement Plan Wholesaler, asset class, vehicle and practice management specialists to drive results You have a proven track record and a deep technical knowledge of portfolio construction. You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Tableau, etc.). You're well‑versed in synthesizing information and presenting it in a distilled manner. You have one or more of the following designations: Series 7, AIF, AIFA, PPC, CIMA, and CFA Benefits Enjoy generous time‑away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on‑demand professional development resources that allow you to hone existing skills and learn new ones Compensation Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000/100,000+ applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement. Equal Opportunity Employer 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. As equal opportunity employers, 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 Capital Group