Capital

Divisional Wealth Management Consultant - Dallas, San Antonio & Austin

Capital

2 months ago
Hybrid
Full Time
Medior
0 applicants
Capital
Apply to 100+ jobs

About this role

As a Divisional Wealth Management Consultant at Capital Group, you will drive sales as part of a Territory Team, collaborating with fellow Consultants in a specific geographic area. Your role includes educating and motivating financial advisors to increase sales, requiring a business-owner mindset and strong presentation skills. The position involves engaging with financial advisors both in person and virtually, focusing on delivering tailored solutions and achieving performance goals.

Skills

Qualifications

BS in FinanceSeries 7Series 66
Capital

About Capital

capitalgroup.com

Industry

Finance

Since 1931, we've helped millions of investors worldwide pursue their real-life goals.

About Capital

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

Unlock Company Insights

View leadership team, funding history,
and employee contacts for Capital.

Reveal Company Insights

ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

© All Rights Reserved. ApplyBlast.com