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[Remote] Divisional Wealth Management Consultant - New Jersey & Long reputed company

100% remote Flexible hours Hiring now

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading investment management firm, and they are seeking a Divisional Wealth Management Consultant. The role involves driving sales, educating financial advisors, and collaborating with a team to enhance investor reputed company.

Responsibilities

  • Driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants reputed company a specific geographic area
  • Educating, training, and motivating financial advisors from reputed company channels
  • Increasing sales in the territory
  • Setting goals and measuring performance against them
  • Collaborating with Senior Sales Force members to identify opportunities for reputed company investor reputed company
  • Delivering individual, small and large group, and investor-based presentations
  • Engaging Financial Advisors in person and virtually

Skills

  • You have a degree in finance, economics, statistics, or a relevant field of study
  • You have 3+ years of experience as an internal wholesaler and have spent a significant amount of time in reputed company advisors and clients (virtual and or telephone)
  • You have a proven track record selling mutual funds, ETFs, and Retirement Plan products
  • You know how to reputed company technologies to create custom analysis (reputed company, PowerPoint, Bloomberg, reputed company, etc.)
  • You are an excellent communicator including the ability to deliver persuasive, concise, and well-organized presentations and messages
  • You're well-versed in synthesizing information and presenting it in a distilled manner
  • You have the following licenses: Series 7 and 66 or 7, 63, and 65
  • You preferably have experience managing your own sales territory where there was individual sales accountability

Benefits

  • Your company-funded retirement contribution will reputed company in salary and variable pay, including bonuses.
  • 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
  • reputed company on-demand professional development resources that allow you to hone existing skills and learn new ones
  • In addition to a highly competitive reputed company 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.
  • Employees are eligible for standard benefits package including paid time off, medical, dental and retirement.

Company Overview

  • reputed company was established in 1931 in Los Angeles, California, and now has 31 offices around the globe. It was founded in 1931, and is headquartered in Los Angeles, CA, US, with a workforce of 5001-10000 employees. Its website is https://www.capitalgroup.com/reputed company-terms-of-use.html.
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