About this role
Divisional Wealth Management Consultant - Madison & NW Illinois at Capgroup. Location: Madison or Evanston. Role: Drive sales, Educate advisors, Engage financial advisors Requirements: 3+ years in internal wholesaling or advisor-facing sales; proven mutual funds/ETF/retirement product sales; licenses: Series 7 and 66 (or 7, 63, and 65); strong presentation and Excel/Bloomberg 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