Wealth Management Consultant | Lead Oregon Territory (Michoacán)

Wealth Management Consultant | Lead Oregon Territory (Michoacán)

05 oct
|
Capital-Group-1
|
Michoacán

05 oct

Capital-Group-1

Michoacán

Capital Group is seeking a Wealth Management Consultant to lead cross-channel sales initiatives across a defined territory. You will manage fund distributions, cultivate long-term relationships with key firms, and deliver compelling presentations.
Your portfolio construction knowledge and proficiency in Excel/PowerPoint/Tableau will drive investor outcomes. You will collaborate with senior wholesalers and align with retirement and asset-class specialists to maximize results, with a base salary

📌 Wealth Management Consultant | Lead Oregon Territory (Michoacán)
🏢 Capital-Group-1
📍 Michoacán

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