Divisional Wealth Management Consultant - Madison & NW Illinois

## Divisional Wealth Management Consultant - Madison & NW Illinois Apply locations:
Regional time type:
Full time posted on:
Posted Yesterday job requisition :
JR6472**“I can be myself at work.”
** You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.  We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences.

We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day:
Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.  **“I can influence my income.”
** You want to feel recognized r 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 factor in salary and variable 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.
* Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
* Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
* Access on-demand professional development resources that allow you to hone existing skills and learn new ones**“I can succeed as a Divisional Wealth Management Consultant at Capital Group.”
** As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area.  

Your role as a DWMC will include educating, training, and motivating financial advisors from all channels, with an ultimate goal of increasing sales in the territory.  You have a business-owner mindset, are self-motivated, and are someone who is structured and process-oriented.  You are motivated by setting goals and measuring your performance against them.  You are a well-rounded collaborator and work skillfully with Senior Sales Force members to identify opportunities for better investor outcomes.  

You will also need to have strong presentation skills in order to deliver individual, small and large group, and investor-based presentations.
Approximately 75% of your time will be spent engaging your Financial Advisors in person and 25% of the time you will be engaging your Financial Advisors virtually.
** Territory**:
Madison & NW Illinois**“I am the person Capital Group is looking for.”
*** You have a degree in finance, economics, statistics, or a relevant field of study
* You have 3+ years of experience as an internal wholesaler and have spent a significant amount of time in front advisors and clients (virtual and or telephone)
* You preferably have experience managing your own sales territory where there was individual sales accountability
* You have a proven track record selling mutual funds, ETFs, and Retirement Plan products
* You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Bloomberg, Backset, etc.)
* You are an excellent communicator including the ability to deliver persuasive, concise, and well-organized presentations and messages
* You’re well-versed in synthesizing information and presenting it in a distilled manner
* You have the following licenses:
Series 7 and 66 or 7, 63, and 65
** Final date to receive applications**: 6/22/2026
* Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000 + applicable sales commissions and bonuses. Specific pricing for the…