Capital Group
Internal Wealth Specialist
Los Angeles · Contract
Sponsorship not specified$99k-$159kDetected 22 days ago
SalesPipeline ManagementOutbound SalesTime ManagementOrganizational Skills
About the role
- "I can be myself at work." You are more than a job title.
- We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do.
- We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.
Responsibilities
- Partner with external wholesalers to develop and execute territory sales plans.
- Conduct outbound calls to financial advisors to promote products, generate leads, and schedule meetings.
- Maintain accurate records of client interactions, pipeline management and sales activities in Salesforce.
- Collaborate with marketing and product teams to deliver targeted campaigns and messaging.
- You are an expert communicator, with strong interpersonal skills and a proven ability to build relationships with colleagues and external clients.
Nice to have
- You must hold the SIE to apply.
- Series 6 or 7 are strongly preferred at time of application.
Compensation
- Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
- $99,484-$159,174
- 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.
- Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Benefits
- Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
- Provide insights on products, capital markets, portfolio construction, practice management, retirement landscape and follow-up to advisors.
Company info
- "I can be myself at work."
- You are more than a job title.
- We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences.
- We believe that belonging leads to better outcomes and a stronger community of associates united by our mission.
Equal opportunity
- 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.
Visa & Work Authorization
- itions, 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 statu
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This listing is sourced directly from Capital Group's careers page and normalized into a canonical job model.