About this role
Divisional Wealth Management Consultant - Gulf Coast, Jackson, Birmingham at Capgroup. Location: Jackson or Birmingham. Role: drive sales, educate advisors, train advisors Requirements: 3+ years internal wholesaling with front-of-advisor exposure; Series 7 and 66 or 7/63/65 licenses; degree in finance/economics/statistics or related field; proven sales in mutual funds/ETFs/retirement products; ability to lead presentations and manage territory. 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