Divisional Wealth Management Consultant – Dakotas & Nebraska

Join Capital Group as a Divisional Wealth Management Consultant in Bangor, Penobscot County—a full-time opportunity to deliver comprehensive financial guidance to clients across a multi-state region. This role combines strategic thinking, client relationship management, and financial expertise to drive wealth-building solutions in the Dakotas and Nebraska markets.

About the Role

As a Divisional Wealth Management Consultant at Capital Group, you'll serve as a trusted advisor to a diverse client base, developing and executing tailored wealth strategies that align with individual and family financial goals. This position requires a deep understanding of investment principles, tax-efficient planning, and risk management, supported by Capital Group's resources and advisory framework.

What You'll Do

• Build and maintain client relationships by understanding their financial objectives, risk tolerance, and long-term aspirations
• Develop customized wealth management and investment strategies based on comprehensive financial analysis
• Communicate complex financial concepts clearly to clients at varying levels of financial sophistication
• Collaborate with internal teams to ensure cohesive service delivery and comprehensive wealth planning
• Stay current with market trends, regulatory changes, and emerging financial planning opportunities
• Work toward growing your client base and contributing to divisional revenue objectives

Who We're Looking For

• Proven experience in wealth management, financial advisory, or a related client-facing financial services role
• Demonstrated ability to translate financial analysis into actionable client recommendations
• Strong interpersonal and communication skills, with a commitment to exceptional client service
• Ability to build trust and credibility with clients, colleagues, and internal partners
• Self-motivated professional with a client-first mindset and ownership mentality
• Genuine interest in diverse perspectives and commitment to fostering inclusive client relationships

About the Company

Capital Group is a financial services firm committed to helping clients achieve their wealth management goals. We believe in empowering our teams to bring their best, authentic selves to work, fostering a respectful culture where diverse perspectives and backgrounds are valued. As a Divisional Wealth Management Consultant, you'll be part of an organization that invests in your professional development and supports your success.

Next Steps

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