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Wealth Management Consultant Kansas City: Grow & Impact at capital...

Wealth Management Consultant Kansas City: Grow & Impact

capital groupDenver, CO

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Wealth Management Consultant Kansas City: Grow & Impact

capital groupDenver, COMid L4

Securities, Commodities, and Financial Services Sales Agents Personal Financial Advisors Financial and Investment Analysts

Portfolio Management and Investment Advice Miscellaneous Financial Investment Activities Trust, Fiduciary, and Custody Activities

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Capital Group in Kansas City seeks a Wealth Management Consultant to lead sales initiatives across Cross Channel and manage firm relationships, driving investor outcomes. You will collaborate with internal wholesalers, leverage portfolio construction expertise, and deliver compelling presentations. A Series 7 or CFA-type designation is preferred, with a strong distribution track record and mastery of data tools.

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Level

Mid L4

Location

Denver, CO

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Portfolio Management and Investment Advice

Posted

4 days ago

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