Wealth Management Consultant - Flexible Growth & Benefits
capital groupPortland, ME
Wealth Management Consultant - Flexible Growth & Benefits
capital groupPortland, MEMid L4
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund Managers
Portfolio Management and Investment AdviceAdministrative Management and General Management Consulting ServicesMiscellaneous Financial Investment Activities
APPLY NOW (opens in a new tab)Capital Group in Portland, OR seeks a Wealth Management Consultant to join our wholesaling team in the Cross Channel segment. You will identify firm needs, coordinate efforts to serve them, and manage American Funds Distributions relationships to drive results.
You will deliver motivating presentations, set and measure goals, and collaborate with Senior Sales Force members to uncover opportunities for better investor outcomes.
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Level
Mid L4
Location
Portland, ME
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
12 days ago