Louisiana, Missouri, United StatesOn-sitePosted 10 hours ago
Finance & Banking
About the Role
Capital Group seeks a Wealth Management Consultant to lead cross-channel sales in Louisiana, managing firm relationships and driving investor outcomes. You will present to firms, coordinate efforts with internal wholesalers, and leverage portfolio construction expertise to improve results.
The role requires proven distribution experience, knowledge of ETFs, mutual funds, SMA/CIT, and strong analytics with Excel/PowerPoint/Tableau. Strong communication and team leadership are essential.
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What You'll Do
Capital Group seeks a Wealth Management Consultant to lead cross-channel sales in Louisiana, managing firm relationships and driving investor outcomes.
You will present to firms, coordinate efforts with internal wholesalers, and leverage portfolio construction expertise to improve results.
The role requires proven distribution experience, knowledge of ETFs, mutual funds, SMA/CIT, and strong analytics with Excel/PowerPoint/Tableau.
Strong communication and team leadership are essential.
