Divisional Wealth Management Consultant -Iowa & Wisconsin

Welcome to Capital Group Companies! We are currently seeking a highly motivated individual to join our team as a Divisional Wealth Management Consultant for Iowa and Wisconsin. As a global leader in investment management, we are committed to helping our clients achieve their financial goals and build a secure future. In this role, you will have the opportunity to work with a diverse group of clients and provide them with personalized wealth management solutions. The ideal candidate will possess a strong background in finance, excellent communication skills, and a passion for helping others achieve financial success. If you are ready to take on a challenging and rewarding role, we encourage you to apply today and join our dynamic team.

1. Serve as the primary point of contact for clients in Iowa and Wisconsin, providing them with personalized wealth management solutions and strategies.
2. Develop a deep understanding of clients' financial goals, risk tolerance, and investment objectives to create customized plans that align with their needs.
3. Conduct thorough financial analyses and present recommendations to clients, taking into account their unique circumstances and market conditions.
4. Collaborate with internal teams, including portfolio managers and financial advisors, to deliver comprehensive and integrated solutions to clients.
5. Stay up-to-date on industry trends and market developments to effectively communicate and educate clients on investment opportunities and risks.
6. Build and maintain strong relationships with clients, earning their trust and confidence in the Capital Group brand.
7. Proactively identify and pursue new business opportunities, including referrals and cross-selling within existing client relationships.
8. Provide exceptional customer service and address any client inquiries or concerns promptly and professionally.
9. Represent the company at industry events and conferences, promoting our brand and services to prospective clients.
10. Adhere to all regulatory and compliance guidelines, ensuring that all client interactions and transactions are in accordance with company policies and procedures.

According to JobzMall, the average salary range for a Divisional Wealth Management Consultant -Iowa & Wisconsin is $80,000-$120,000 per year. However, this can vary depending on factors such as experience, education, and location. Additionally, bonuses and commission may also be included in the overall compensation package for this role.

Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with $1.87 trillion in assets under management.