“I can succeed as a Cross Channel Wholesaler at Capital Group.”
As one of our Wealth Management Consultants, you will be the key member of our wholesaling team leading sales initiatives in the in the Cross Channel segment. Your territory will reach Alabama and the Florida Panhandle. You’ll manage Capital Group’s relationships and business results with key Cross Channel and Financial Conglomerate firms. You excel at delivering motivational and informative presentations. You’re motivated by setting goals and measuring your results against them. You are a well-rounded collaborator and work skillfully with other Senior Sales Force members to identify opportunity for better investor outcomes.
“I am the person Capital Group is looking for.”
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You have a proven track record in third-party distribution, a broad knowledge of the mutual fund, SMA, and ETF business and sales cultures, and the demonstrated ability to build long-term relationships.
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You have a proven track record and a deep technical knowledge of portfolio construction.
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You know how to leverage technologies to create custom analysis (Salesforce, Excel, PowerPoint, Tableau, etc.).
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You are an excellent communicator and have significant sales experience with Financial Advisors.
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You’re well-versed in synthesizing information and presenting it in a distilled manner.
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You have proven success in leading and managing a team of territory sales professionals.
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You have one or more of the following licenses or designations: Series 7, 65/66 and/or CFP, CIMA, and CFA
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.
Capital Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Capital Group and has not been reviewed or approved by Capital Group.
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Retirement Support — Retirement support stands out through an employer-funded contribution equal to about 15% of eligible compensation, adding meaningful long-term value to total rewards. A vesting schedule is referenced, but the core retirement benefit is positioned as unusually rich and frequently highlighted as a differentiator.
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Strong & Reliable Incentives — Incentives are structured around two annual bonuses—one tied to individual performance and another linked to company profitability—creating a predictable bonus framework. In certain senior investment roles, bonus opportunity can be very high relative to base pay, reinforcing the upside for top performers.
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Inclusive Benefits Coverage — Inclusive coverage is emphasized through fertility benefits (including IVF and egg freezing), pregnancy and menopause support, and adoption/surrogacy assistance. These benefits broaden applicability across different life stages and family-building paths.
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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.
