Internal Wealth Specialist

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

As one of our Internal Wealth Specialists, 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, while asking great questions and bouncing ideas off others. You are proactive in sharing your perspective on relevant topics to the team
• You have interest in developing an in-depth understanding of investment concepts

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Note: You must hold and/or obtain within the first 90 days of employment the series 7 & 66 license(s).