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Divisional Wealth Management Consultant - Dakotas & Nebraska @ Capgroup

USOnsiteFull Time
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About this role

Divisional Wealth Management Consultant - Dakotas & Nebraska at Capgroup. Location: United States. Role: Drive sales, Educate advisors, Motivate financial advisors Requirements: 3+ years in internal wholesaling, proven sales of mutual funds/ETFs, licenses Series 7 and 66 or 7/63/65, strong presentation and territory management skills. Category: Sales Seniority: Mid Level Tools: Excel, PowerPoint, Bloomberg, Backstop Certifications: series 7, series 66, series 63, series 65 Commitment: Full Time Workplace: Hybrid Languages: English

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