Capital Group Companies

Internal Wealth Generalist

Capital Group Companies

12811 N Meridian St, Carmel, IN 46032, USA
Full-TimeDepends on ExperienceEntry LevelBachelors
Job Description

As one of our Internal Wealth Generalists, you’ll play a critical role in providing sales support for our Wealth Management business units and completing sales activities, with a variety of stakeholders including financial advisors. In addition to sales and support activities, you will also continue to develop as a sales professional with intentional development programming. You’re motivated by setting goals and measuring your performance against them. You’ll collaborate with internal sales teams and financial advisors to identify new opportunities for our investment suite of products, as well as partner with a variety of mentors to continue to enhance your sales acumen and your sales career. In combination, you’ll develop and execute complex critical business coverage and develop sales and financial acumen.

Where is this job?
This job is located at 12811 N Meridian St, Carmel, IN 46032, USA
Job Qualifications
  • Well spoken and upbeat with sales experience.

  • Hold and/or obtain the SIE, Series 7 & 66 licenses after being hired.

Required Skills
  • MS Word

  • Record Keeping Skills

  • Time Management Skills

  • MS Excel skills

Soft Skills
  • Process Improvement

  • Results Oriented

  • Verbal communication

  • Detail Oriented

  • written communication

  • Problem-Solving

  • Flexibility/Adaptability

  • Multi-tasker

Compensation

According to JobzMall, the average salary range for a Internal Wealth Generalist in 12811 N Meridian St, Carmel, IN 46032, USA is between $72,183 and $97,783. This range is based on salary data collected from employers and anonymous employees in the area.

Additional Information
Capital Group Companies is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMay 3rd, 2022
Apply BeforeJuly 20th, 2025
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About Capital Group Companies

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.

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