"I can succeed as an Internal Wealth Specialist at Capital Group."
As one of our Internal Wealth Specialist, you'll play a critical role in creating investment plans for our clients. You're motivated by setting goals and measuring your performance against them. You'll collaborate with external wholesalers and financial advisors to identify new opportunities for our investment suite of products. Together, you'll develop and execute critical territory coverage.
You're well-versed in synthesizing information and presenting it in a distilled manner. By making personalized outbound calls, you'll initiate sales and present compelling solutions to promote American Funds.
"I am the person Capital Group is looking for."
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- You have a bachelor's degree.
- You have strong communication skills and are experienced at delivering sales ideas in presentation format and over the phone.
- You are goal and action oriented and have created and executed on business plans.
- You thrive in team settings and work well partnering with others to achieve success.
- You are experienced in the financial industry and stay current on market conditions.
- You have your Series 7 and Series 66 (Series 63 and 65 alternatively) license.
- You have more than one year experience as an internal wholesaler (preferred).
Deadline to apply: 11/02/2023
San Antonio Base Salary Range: $69,072-$110,515
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.