
Internal Wealth Generalist
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.
Well spoken and upbeat with sales experience.
Hold and/or obtain the SIE, Series 7 & 66 licenses after being hired.
MS Word
Record Keeping Skills
Time Management Skills
MS Excel skills
Process Improvement
Results Oriented
Verbal communication
Detail Oriented
written communication
Problem-Solving
Flexibility/Adaptability
Multi-tasker
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.
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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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