Internal Wealth Specialist

Sorry, this job was removed at 06:16 a.m. (CST) on Friday, Jan 02, 2026
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San Antonio, TX
In-Office
79K-126K Annually
Fintech • Financial Services
At Capital Group, our goal is to improve people’s lives through successful investing. We start by investing in you.
The Role

“I can succeed as an Internal Wholesaler at Capital Group.” 

 

As one of our Internal Wholesalers, you’ll play a critical role in deepening relationships and identifying areas of opportunities with financial advisors to implement Capital Group solutions. You’re motivated by setting goals and measuring your performance against them. You’ll collaborate with geographic territory teams 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 ideas and present compelling solutions to promote Capital Group solutions and raise assets. 

 

“I am the person Capital Group is looking for.” 

 

  • You have a bachelor’s degree. 

  • You are well spoken and upbeat with sales experience. 

  • You thrive in team settings. You ask great questions, bounce ideas off others and proactively share your perspective 

  • You have an interest in developing an in-depth understanding of investment concepts. 

 

Note: You must hold the SIE to apply

Note: You must hold or obtain the Series 7 license & 66 licenses after being hired.

 

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San Antonio Base Salary Range: $79,019-$126,430

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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.

* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.


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.

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The Company
HQ: Los Angeles,, CA
8,820 Employees
Year Founded: 1931

What We Do

Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. A career at Capital Group means having countless opportunities to explore, grow and succeed.

Why Work With Us

Capital Group has been in business for 91 years, which means that our investment professionals have 91 years of proprietary data at their fingertips.

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