About the role
We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences.
We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide.
You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as a Regional Wealth Management Consultant at Capital Group.” As a Regional Wealth Management Consultant, you will be responsible for developing and implementing a business plan in support of North American Client Group (NACG) sales goals and covering a defined territory as the sole wholesaler; partnering with other key territory stakeholders to ensure comprehensive territory coverage of advisors.
You will work independently to create relationships and drive sales to raise and retain assets primarily through virtual interactions and strategic in person interactions with financial advisors; identify advisors’ business practice needs and their clients’ needs. “ I am the person Capital Group is looking for.” You can demonstrate in-depth knowledge of investment selection and analysis, asset allocation, and portfolio construction methodology and ability to apply it to advisors in this market. You have a working knowledge of technology used to develop and provide analyses, as well as hold virtual meetings and presentations. You understand proficient retirement plan terminology as well as the marketplace, including ERISA, and the various platforms, including advisor-sold investment only (IO). You have strong communication , relationship building, and consultative selling skills You hold a bachelor’s degree You must hold an SIE and Series 7 and 66 registrations or equivalent You must hold 3-5 years of internal/hybrid wholesaling experience Southern California Base Salary Range $125,909-$201,454 “I can apply in less than 4 minutes.” You’ve reviewed this job posting and you’re ready to start the candidate journey with us.