Internal Wealth Specialist

The Role

As an Internal Wealth Specialist, you’ll build and retain consultative relationships with financial professionals in an assigned territory, identify opportunities to bring Capital Group solutions to their clients, and help drive territory sales. You’ll conduct complex advisor conversations and partner closely with external wholesalers to develop and execute territory plans. By combining thoughtful coverage, market insight, and consistent follow-through, you’ll help create long-term value for advisors and the investors they serve.

The Team

You’ll join Capital Group’s Regional Sales Office, a collaborative organization of more than 300 associates that brings together internal sales, operations, and innovation. The team supports financial professionals through long-term, consultative partnerships and works closely with external wholesalers, marketing, and product partners. In this role, you’ll support two external wholesalers, step in for advisor calls and meetings when needed, and help mentor and coach Internal Wealth Generalists.

Your Impact

• Partner with external wholesalers to build and execute territory sales plans that strengthen advisor relationships and support growth and retention.
• Conduct outbound and complex sales calls with financial advisors to promote relevant solutions, generate leads, and schedule meetings.
• Provide timely insights on Capital Group products, capital markets, portfolio construction, practice management, and the retirement landscape.
• Maintain accurate client interaction, pipeline, and sales activity records in Salesforce to support disciplined territory management.
• Analyze territory business intelligence and advisor engagement to identify opportunities and inform strategic planning.
• Collaborate with marketing and product teams to deliver targeted campaigns and messaging for assigned territories.

What You’ll Bring

• 1–3 years of internal wholesaling experience in financial services, with a sales-focused, goal-oriented approach.
• Current Securities Industry Essentials (SIE) at the time of application.
• Ability to obtain the Series 7 and Series 66 licenses after hire if not already held; a Series 6 or Series 7 at application is strongly preferred.
• Strong communication and interpersonal skills, with a demonstrated ability to build relationships with colleagues and external clients.
• Working knowledge of investment concepts and products, with interest in capital markets, industry trends, competitor offerings, and regulatory changes.
• Exceptional organization, time management, and attention to detail, with the ability to manage multiple priorities.
• Collaborative judgment and the ability to work effectively with sales teams and financial advisors while operating independently when needed.

What you’ll get
When you go the distance for our clients, we go the distance for you. You’ll grow through mentoring, leadership programs and tuition reimbursement, and do work that matters at a firm managing $3T+ in AUM for millions of investors worldwide. We invest in your whole life too – with comprehensive wellness and mental health support, family-first benefits, competitive pay with performance and profitability bonuses and a company-funded retirement plan. And as a privately held firm built for the long term, we offer the opportunity and support to build a career that lasts.

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Southern California Base Salary Range: $99,484-$159,174

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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 .

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

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