Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Divisional Wealth Management Consultant - Dakotas & Nebraska

$75k
Full-time

Capital Group

“I can be myself at work.”

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we’re committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

“I can influence my income.”

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

“I can lead a full life.”

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

  • 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

“I can succeed as a Divisional Wealth Management Consultant at Capital Group.”

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 motivating financial advisors from all channels, with an ultimate goal of increasing sales in the territory. You have a business-owner mindset, are self-motivated, and are someone who is structured and process-oriented. You are motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with Senior Sales Force members to identify opportunities for better investor outcomes. You will also need to have strong presentation skills in order to deliver individual, small and large group, and investor-based presentations. Approximately 75% of your time will be spent engaging your Financial Advisors in person and 25% of the time you will be engaging your Financial Advisors virtually.

Territory : Dakotas & Nebraska

“I am the person Capital Group is looking for.”

  • You have a degree in finance, economics, statistics, or a relevant field of study

  • You have 3+ years of experience as an internal wholesaler and have spent a significant amount of time in front advisors and clients (virtual and or telephone)

  • You preferably have experience managing your own sales territory where there was individual sales accountability

  • You have a proven track record selling mutual funds, ETFs, and Retirement Plan products

  • You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Bloomberg, Backset, etc.)

  • You are an excellent communicator including the ability to deliver persuasive, concise, and well-organized presentations and messages

  • You’re well-versed in synthesizing information and presenting it in a distilled manner

  • You have the following licenses: Series 7 and 66 or 7, 63, and 65

Deadline to apply :6/22/2026

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 + 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.

“I can apply in less than 4 minutes.”

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.

“I can learn more about Capital Group.”

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here .

  • Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

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.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Divisional Wealth Management Consultant - Dakotas & Nebraska in Grand Rapids, MI vacancy
  •  ...data into meaningful business insights and recommendations Manage multiple projects and priorities in a fast-paced environment while...  ...of experience in the staffing industry. Kforce offers many consultants comprehensive benefits depending on employment status,... 
    Suggested
    Hourly pay
    Contract work

    Kforce

    Grand Rapids, MI
    4 days ago
  • $124k - $335k

     ...Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20%...  ...local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and... 
    Suggested
    Full time
    H1b
    Local area
    Overseas

    PwC

    Grand Rapids, MI
    1 day ago
  •  ...efficiency and reduce manual effort Translate complex financial and operational data into meaningful business insights and recommendations Manage multiple projects and priorities in a fast‑paced environment while meeting deadlines and maintaining high‑quality deliverables... 
    Suggested
    Hourly pay
    Contract work

    Kforce

    Grand Rapids, MI
    2 days ago
  •  ...reliable processes, and serving as the steady owner of accounting execution, this role is for you. ITPartners+ is a rapidly growing Managed Services Provider and a multi-year Best and Brightest Companies to Work For. Our core values, Do Great Work, Think Big, and Make IT... 
    Suggested

    ITPartners+

    Grand Rapids, MI
    2 days ago
  •  ...of finance, accounting, business operations, and financial software systems Undergraduate degree in Accounting, Finance, or Management Information Systems Qualified applicants must be authorized to work in the United States on a full-time basis. Steelcase will... 
    Suggested
    Full time
    Work at office
    Work visa

    Steelcase

    Grand Rapids, MI
    2 hours ago
  •  ...compliance with accounting standards, and delivering meaningful financial insights to leadership. This role is responsible for helping manage the month-end close process, overseeing general ledger activities, supporting budgeting and forecasting, and improving internal... 

    Creative Financial Staffing

    Grand Rapids, MI
    9 days ago
  • $125k - $150k

    Be among the first 25 applicants. This range is provided by Alari Search, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $125,000.00/yr - $150,000.00/yr Additional compensation types Annual Bonus...
    Full time
    Work at office
    Relocation package

    Alari Search, LLC

    Grand Rapids, MI
    1 day ago
  • $97.41k - $135.83k

     ...to develop annual budgets and monitor performance against budget. Ensure compliance with GAAP, SOX, and company financial policies. Manage forecast process to provide accurate financial projections, anticipate issues, and implement countermeasures. Analyze financial... 
    Hourly pay
    Work from home

    Trane Technologies

    Grand Rapids, MI
    4 days ago
  •  ...the team’s technical accounting resource. Analyze financial data to highlight trends, variances, and opportunities for improvement. Manage day-to-day inventory and cost accounting, ensuring accurate reconciliations and records. Partner with operations to improve costing... 
    Worldwide

    DISHER

    Grand Rapids, MI
    20 hours ago
  •  ...transparency, and has significant responsibility for financial forecasting and budgeting, leading core accounting functions, grants management, and federal and state transit funding compliance and reporting. In this role you will deliver advanced financial analysis and... 
    Temporary work

    The Rapid

    Grand Rapids, MI
    1 day ago
  •  ...and earned revenue performance, over/under billings, change orders, contingencies, and risk/opportunity trends. Prepare monthly management reporting packages and KPI analysis (gross margin, backlog, cash trends, working capital metrics, and more). Support consolidation... 
    Full time

    oakmi

    Grand Rapids, MI
    1 day ago
  •  ...contribute to a high-performing mortgage operations team! Essential Duties and Responsibilities Comply with all state requirements. Manage and maintain an active closing and funding pipeline. Monitor the Initial Closing Disclosure (ICD) queue to ensure loans are meeting... 
    Work at office

    Treadstone Funding

    Grand Rapids, MI
    1 day ago
  • 3 days ago Be among the first 25 applicants Branch Manager at Bell Title Agency of Grand Rapids Looking for an experienced Escrow Officer or seasoned industry professional that desires a fun, challenging yet rewarding career in Title Insurance. Seniority level Mid-Senior... 
    Full time

    Bell Title Agency of Grand Rapids

    Grand Rapids, MI
    1 day ago
  •  ...Responsible for the analysis, selection, negotiation, administration and coordination of Meijer’s new store site acquisition activities and manage the sale/development of excess property as assigned by the Vice President of Real Estate and Store Development.**What You'll be... 
    Weekly pay

    Meijer

    Grand Rapids, MI
    2 days ago
  •  ...Development programs for advancement and career growth Please review the job profile below and apply today! The Portfolio Manager will be responsible for managing and overseeing the company’s retail real estate assets, including Meijer owned or leased spaces, outlots... 
    Weekly pay

    Meijer

    Grand Rapids, MI
    1 day ago
  • $105.1k - $192.6k

     ...build a better working world. Tax - Indirect Tax - Property Tax - Manager Will you shape the future or will the future shape you? The...  ...'s degree and a minimum of 5 years of relevant property tax consulting experience or equivalent experience in business or industry. CPA... 
    Summer holiday
    Local area
    Flexible hours

    Ernst & Young Oman

    Grand Rapids, MI
    3 days ago
  •  ...Portfolio Manager Mercantile Bank was built by commercial bankers to support strong, sustainable commercial lending. We are seeking a full-time portfolio manager to join our commercial credit team at our corporate office in Grand Rapids, MI. This role offers the opportunity... 
    Full time
    Work at office
    Local area
    Flexible hours

    Mercantile Bank

    Grand Rapids, MI
    1 day ago
  •  ...Associate Property Manager Storage Rentals of America is hiring an Associate Property Manager to join our team. Become the newest member of our exciting team at SROA as we redefine self-storage! Are you the kind of person who gets bored working in an office and wishes... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours

    Storage Rentals of America

    Wyoming, MI
    8 days ago
  • $82.1k - $172.5k

     ...Fifth Third Bank. GENERAL FUNCTION: The Special Assets Portfolio Manager II is a key member of the “coverage team”, directly...  ...Professional presence. Able to communicate effectively with clients, consultants, bank group members, and internal bank partners. Expertise in... 
    Full time
    Work at office

    Fifth Third Bank

    Grand Rapids, MI
    18 hours ago
  •  ...banking at Fifth Third Bank. GENERAL FUNCTION: The Portfolio Manager II is responsible for managing a portfolio of commercial loans...  ...about those programs on our 53.com Careers page at: or by consulting with your talent acquisition partner. LOCATION -- Detroit,... 

    Fifth Third Bank, N.A.

    Grand Rapids, MI
    2 days ago
  •  ...Commercial Portfolio Manager II Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: The Portfolio Manager II is responsible... 

    Fifth Third Bancorp

    Grand Rapids, MI
    2 days ago
  •  ...Fixed Income Portfolio Manager Location -- Cincinnati, Ohio 45202 General Function Manages...  ...or more fixed income strategies across Wealth & Asset Management, as needed. Operates...  ...programs on our 53.com Careers page at: or by consulting with your talent acquisition partner.... 
    Work at office

    Fifth Third

    Grand Rapids, MI
    1 day ago
  • At Workada, we're not just labeling data — we're helping improve the technology people use every day. Our work creates the examples and feedback that make advanced systems more accurate, consistent, and useful. For this role, that means putting real financial expertise ...
    Contract work
    Remote work
    Flexible hours

    Workada

    Wyoming, MI
    2 days ago
  •  ...Job Description Job Description Join Fox Audi Porsche as a Full Time Finance & Insurance Manager and experience working in a fast-paced, customer-focused environment right in Grand Rapids, MI. You will be at the forefront of providing exceptional service, ensuring... 
    Full time
    Flexible hours

    Delta Imports

    Grand Rapids, MI
    21 days ago
  • $99k - $266k

     ...Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20%...  ...local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and... 
    Full time
    H1b
    Local area
    Overseas

    PwC

    Grand Rapids, MI
    1 day ago
  •  ...financial company that works with individuals and businesses to help them achieve their financial goals. We are a family office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude of services tailored to each individual client.... 
    Work at office
    Flexible hours

    Hantz Group

    Grandville, MI
    2 days ago
  • $45k - $100k

     ...change for you. Financial advisors partner with clients to help them achieve their long‑term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Grand Rapids, MI
    1 day ago
  •  ...is proud to partner with a respected private investment and wealth management firm in downtown Grand Rapids, MI in the search for a...  ...of influence. Leverage strong relationship management and consultative sales skills to grow revenue in a competitive marketplace.... 

    Judson Group

    Grand Rapids, MI
    2 days ago
  •  ...life. As a locally owned firm with more than 85 years of experience , we bring together accounting, advisory, technology, and wealth management services to deliver thoughtful, integrated guidance—without losing sight of what matters most to our clients. Our culture is rooted... 
    Immediate start
    Flexible hours

    Hungerford Technologies

    Grand Rapids, MI
    1 day ago
  • $50k - $100k

     ...a strong listener, enjoy helping people, and bring experience from fields like teaching, sales, operations, customer service, or management, your skills may translate seamlessly into this role. At Principal, we provide comprehensive training, mentorship, and innovative... 

    Principal Financial Group

    Grand Rapids, MI
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Divisional Wealth Management Consultant - Dakotas & Nebraska. Be the first to apply!