Divisional Wealth Management Consultant – Iowa & E. Minneapolis

Join Capital Group as a Divisional Wealth Management Consultant based in Biloxi, Harrison County, where you'll deliver personalized investment solutions and comprehensive financial guidance to clients throughout our Iowa and East Minneapolis service territories. This full-time position combines relationship management with strategic financial advisory work.

About the Role

As a Divisional Wealth Management Consultant, you'll serve as a trusted advisor to high-net-worth individuals and families, managing their financial futures through thoughtful planning and investment expertise. You'll develop customized wealth strategies, monitor portfolio performance, and ensure each client receives proactive guidance aligned with their unique objectives and values.

What You'll Do

• Build and nurture client relationships through regular communication and comprehensive financial reviews
• Assess client financial situations and develop tailored investment and wealth management strategies
• Construct and manage diversified investment portfolios across various asset classes
• Educate clients on market conditions, investment options, and financial planning principles
• Coordinate with internal teams to deliver integrated solutions addressing tax, estate, and retirement planning needs
• Identify business development opportunities and expand your client base within assigned territories
• Stay informed on market trends, regulatory developments, and investment products relevant to your practice

What We're Looking For

• Demonstrated success in wealth management, financial advisory, or related client-facing financial roles
• Solid knowledge of investment products, portfolio management principles, and financial planning methodologies
• Excellent interpersonal and communication abilities with the capacity to explain complex financial concepts clearly
• Strong analytical and problem-solving skills with attention to detail
• Professional licenses or certifications such as CFP, Series 7, or Series 65 (or willingness to obtain them)
• Genuine commitment to client success and ethical business practices

About Capital Group

We believe you'll do your best work when you can be authentically yourself. Capital Group is built on the conviction that diverse talents, perspectives, and backgrounds strengthen our teams and improve outcomes for clients. We actively foster an inclusive culture where respect, belonging, and professional growth are priorities.

How to Apply

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.