Divisional Wealth Management Consultant – Madison & NW Illinois

Capital Group is hiring a Divisional Wealth Management Consultant – Madison & Northwest Illinois based in Tucson for a full-time position. Serve your assigned region while advancing client wealth with personalized investment strategies and comprehensive financial guidance.

About the Role

As a Divisional Wealth Management Consultant serving the Madison and Northwest Illinois territories, you'll be responsible for managing client portfolios, developing customized investment strategies, and providing comprehensive financial guidance. This is an excellent opportunity to grow your career with Capital Group while serving high-net-worth individuals and institutional clients throughout your designated region.

What You'll Do

• Assess client financial situations, goals, and risk tolerance to develop tailored investment plans
• Build and maintain strong relationships with existing and prospective clients across your territory
• Present investment recommendations and wealth management solutions based on comprehensive analysis
• Monitor client portfolios and adjust strategies to align with changing market conditions and client objectives
• Stay informed about market trends, regulatory updates, and investment opportunities
• Prepare detailed financial reports and performance reviews for client meetings
• Ensure compliance with all industry regulations and Capital Group policies

What We're Looking For

• Series 7, Series 65, or equivalent securities licenses (or willingness to obtain)
• Proven track record in wealth management, investment advisory, or related financial services
• Strong analytical skills and deep understanding of investment strategies and market dynamics
• Excellent communication and presentation abilities
• Ability to build trust and maintain long-term client relationships
• Bachelor's degree in finance, economics, business, or related field preferred
• Commitment to ongoing professional development and industry certifications

About Capital Group

Capital Group is a leading global investment management firm known for delivering client-focused financial guidance and wealth management solutions. We cultivate a workplace where talented professionals develop their careers, contribute distinctive viewpoints, and perform their best work within a respectful, collaborative environment.

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.