Financial Investment Specialist - Internal Wholesaler
Company: capital group
Location: Westfield
Posted on: June 25, 2022
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Job Description:
Req ID: 50203
Location: Carmel
Other location(s): N/A
"I can be myself at work."
You define yourself by more than just a job title, and we want you
to feel comfortable bringing your true self to work. We value your
talents, your traditions and your take on the world everything that
makes you unique. We're working hard to advance diversity, equity
and inclusion in our organization and our communities because we
know that what makes us different makes us better.
We want you to feel a strong sense of belonging. We value and
welcome your experiences, ideas and identity. Over 40 employee
resource groups unite our people and help to develop our collective
empathy through unfiltered conversations about race, ethnicity,
gender, gender identity, sexual orientation, faith, disabilities,
mental health and so much more.
"I can influence my income."
You want to feel recognized at work. Your performance will be
reviewed annually, and your compensation will be designed to
motivate and reward the value that you provide. You'll receive a
competitive salary, bonuses and benefits. Your company-funded
retirement contribution will be the equivalent of 15% of your
annual pay (including bonuses).
"I can lead a full life."
You bring unique goals and interests to your job and your life.
Whether you're raising a family, you're passionate about where you
volunteer, or you want to explore different career paths, we'll
give you the resources that can set you up for success.
"I can succeed as an Internal Wealth Specialist at Capital
Group."
As one of our Internal Wealth Specialist, you'll play a critical
role in deepening relationships and identifying areas of
opportunities with financial advisors to implement Capital Group
solutions. You're motivated by setting goals and measuring your
performance against them. You'll collaborate with geographic
territory teams and financial advisors to identify new
opportunities for our investment suite of products. Together,
you'll develop and execute critical territory coverage.
You're well-versed in synthesizing information and presenting it in
a distilled manner. By making personalized outbound calls, you'll
initiate sales ideas and present compelling solutions to promote
Capital Group solutions and raise assets.
"I am the person Capital Group is looking for."
You have a bachelor's degree.
You are well spoken and upbeat with sales experience.
You thrive in team settings. You ask great questions, bounce ideas
off others and proactively share your perspective
You have an interest in developing an in-depth understanding of
investment concepts.
Note: You must hold and or obtain within the first 90 days of
employment the series 7 license & or 66.
"I can apply in less than 4 minutes."
You've reviewed this job posting and you're ready to start the
candidate journey with us. Apply now to move to the next step in
our recruiting process. If this role isn't what you're looking for,
check out our other opportunities and join our talent
community.
"I can learn more about Capital Group."
At Capital Group, the success of the people who invest with us
depends on the people in whom we invest. That's why we offer a
culture, compensation and opportunities that empower our associates
to build successful and prosperous careers. Through nine decades,
our goal has been to improve people's lives through successful
investing. We know that our history is a testament to the strength
of the people we hire. More than 7,800 associates in 30+ offices
around the world help our clients and each other grow and thrive
every day. Find us on LinkedIn, Glassdoor, FairyGodBoss,
DiversityJobs and Instagram.
We are an equal opportunity employer, which means we comply with
all federal, state and local laws that prohibit discrimination when
making all decisions about employment. As equal opportunity
employers, our policies prohibit unlawful discrimination on the
basis of race, religion, color, national origin, ancestry, sex
(including gender and gender identity), pregnancy, childbirth and
related medical conditions, age, physical or mental disability,
medical condition, genetic information, marital status, sexual
orientation, citizenship status, AIDS/HIV status, political
activities or affiliations, military or veteran status, status as a
victim of domestic violence, assault or stalking or any other
characteristic protected by federal, state or local law.
#LI-Hybrid
Nearest Major Market: Indianapolis
Job Segment: Social Media, Marketing Associated topics: bank,
financial advisor, investment, investment analyst, merchant
service, mortgage, personal banker, risk management, securities,
treasury
Keywords: capital group, Fishers , Financial Investment Specialist - Internal Wholesaler, Other , Westfield, Indiana
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