Capital Group
The XC Wealth Management Consultant at Capital Group leads sales initiatives within the Cross Channel segment, managing American Funds Distributions presence and relationships with key firms. This role involves identifying firm and representative needs, delivering motivational presentations, and collaborating with senior sales force members to drive better investor outcomes. The position requires a proven track record in third-party distribution and deep technical knowledge of portfolio construction.
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.
Wealth Management Consultant
Capital Group
XC Wealth Management Consultant - Milwaukee
Capital Group
XC Wealth Management Consultant - South Georgia
Capital Group
Wealth Management Consultant
Capital Group
XC Wealth Management Consultant - Southern VA & Tri-Cities
Capital Group
XC Wealth Management Consultant - Lake Michigan & Northern Indiana
Capital Group