Internal Wealth Generalist

Req ID: 45477 

Location: Carmel, IN 

Other location(s): N/A; San Antonio (TX) 

Relocation benefits offered: Yes 

Travel required: None 

“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.

• 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

COVID-19 HIRING: Our recruiting and onboarding activities are virtual during the pandemic and we’ve transitioned to a work-from-home environment until further notice. We are offering generous work-from-home benefits to improve our associate’s ability to work remotely.

“I can succeed as an Internal Wealth Generalist at Capital Group.”

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.

You are a quick learner and able to adapt to a variety of learning and implementation scenarios. You’re well-versed in synthesizing new 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, while focusing on specific development opportunities.

“I am the person Capital Group is looking for.”

• 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 the SIE, Series 7 & 66 licenses after being hired.

“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.