Divisional Wealth Management Consultant
Capital(1 month ago)
About this role
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with financial advisors. The role involves educating, training, and motivating advisors to increase sales, requiring you to be self-motivated and collaborative, with strong presentation skills.
Required Skills
- Sales Strategy
- Financial Advisory
- Client Engagement
- Presentation Skills
Qualifications
- Degree in Finance
- Series 7
- Series 66
- 3+ Years Experience
About Capital
capitalgroup.comSince 1931, we've helped millions of investors worldwide pursue their real-life goals.
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