Internal Wealth Generalist

Capital Group

4.2

(86)

Indianapolis, IN

Why you should apply for a job to Capital Group:

Ranked as one of the Best Finance Companies for Women in 2023

4.2/5 in overall job satisfaction

4.5/5 in supportive management

84% say women are treated fairly and equally to men

91% would recommend this company to other women

87% say the CEO supports gender diversity

Ratings are based on anonymous reviews by Fairygodboss members.

Parental leave, and a Parental transition schedule where parents can work part-time up to six months after bringing home a child.

Flexible schedule can be adjusted to fit personal needs, depending on line of business and role.

2-for-1 matching gifts for charitable contributions, with additional 3-for-1 matching gifts for select organizations.

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Position summary

You ' re a quick learner who adapts to a variety of learning and implementation scenarios. You're well-versed in synthesizing new information and presenting it in a distilled manner. By making personalized outbound calls, you'll initiate sales ideas and present compelling solutions to promote Capital Group and raise assets, while focusing on specific development opportunities.

"I am the person Capital Group is looking for."

You have a bachelor's degree.
You are well-spoken and upbeat with sales experience.
You thrive in team settings. You ask great questions, bounce ideas off others , and proactively share your perspective
You have an interest in developing an in-depth understanding of investment concepts.

Note: You must hold the SIE to apply

Note: You must hold or obtain the Series 7 license & 66 licenses after being hired .

Indianapolis Base Salary Range: $56,834-$90,934

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here .

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.