Job Description
Welcome to Capital Group Companies, a leading investment management firm with a global presence. We are seeking a highly motivated and experienced Wealth Management Consultant to in Alabama and the Florida Panhandle. As a Wealth Management Consultant, you will have the opportunity to work with a diverse group of clients and help them achieve their financial goals. We are looking for candidates who are passionate about wealth management and have a strong understanding of the investment landscape. If you are a driven individual with excellent communication and interpersonal skills, we invite you to apply for this exciting opportunity.
Meet with potential clients to introduce them to our services and assist them in identifying their financial goals. Conduct thorough analysis of clients' financial situations and provide customized investment recommendations. Manage and maintain relationships with current clients, providing regular updates and addressing any concerns or questions. Proactively seek out new business opportunities through networking and referrals. Stay up-to-date on industry trends and developments in order to provide informed and strategic advice to clients.
Collaborate with other team members to develop and implement effective wealth management strategies. Utilize various financial tools and software to assist in portfolio management and analysis. Communicate complex financial concepts and strategies to clients in a clear and understandable manner. Maintain strict confidentiality and adhere to all regulatory and compliance requirements. Represent the company in a professional and positive manner at all times. Continuously strive to meet and exceed sales targets and performance metrics.
Keep detailed records of client interactions and transactions. Attend industry conferences and events to expand knowledge and network with other professionals. Provide exceptional customer service, responding promptly to client inquiries and needs. Act as a brand ambassador for the company, promoting our values and mission to clients and the public. 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. Apply tot his job