Job Overview As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area. Your role will include educating, training, and motivating financial advisors from all channels with the ultimate goal of increasing sales in the territory.
You have a business‑owner mindset, are self‑motivated, and are structured and process‑oriented. You are motivated by setting goals and measuring your performance against them, and you work skillfully with Senior Sales Force members to identify opportunities for better investor outcomes.

You will also need strong presentation skills to deliver individual, small and large group, and investor‑based presentations. Approximately 75% of your time will be spent engaging your Financial Advisors in person and 25% of the time virtually. TerritoryNYC & Long Island Benefits Enjoy generous time‑away and health benefits from day one, with the opportunity for adaptable 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 Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. Qualifications 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 front advisors and clients (virtual and or telephone)You preferably have experience managing your own sales territory where there was individual sales accountability You have a proven track record selling mutual funds, ETFs, and Retirement Plan products You know how to leverage technologies to create custom analysis (Excel,



Power Point, Bloomberg, Backset, 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 65Compensation & Benefits Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations.

The base salary for this role is $75,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
In addition, employees are eligible for the standard benefits package including paid time off, medical, dental and retirement.EEO Statement 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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📌 Divisional Wealth Management Consultant - NYC & Long Island (Mar del Plata)
🏢 Capital Group
📍 Mar del Plata