Divisional Wealth Management Consultant - Albany/Vermont/Maine/New Hampshire

Divisional Wealth Management Consultant

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 uniquenessand 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.

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: Albany/Vermont/Maine/New Hampshire

You are 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, FactSet, 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: 6/29/2026

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.