Capital Group
The Regional Wealth Management Consultant will develop and execute a business plan to meet North American Client Group sales goals across a defined Southern California territory, working independently to build relationships with financial advisors through virtual and in‑person interactions. The role focuses on driving new assets, retaining existing assets, and providing investment selection, portfolio construction, and retirement plan expertise to advisors.
Headquarters
Washington, District Of Columbia, United States
Company Size
11-50 employees
Founded
2008
Capital Group delivers the expertise, ingenuity and results needed by government and private business.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Capital Group.
17% above the average for this role
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