Internal Wealth Specialist

Discover your potential. Build your legacy. Go the distance with Capital Group At Capital Group, we go the distance — for our people, our clients, and each other. As a global, privately held firm with more than 95 years of history, we believe meaningful careers, like meaningful investing, are built over the long term.

That’s why we invest in our associates with the same conviction we bring to our clients — through career growth, purpose-driven work, whole-person wellness, and rewards that recognize your contributions. Here, you’ll find the opportunity, global scale and support to unlock your potential and build a career that lasts.

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. ‎ ‎ Southern California Base Salary Range: $99,484-$159,174 ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ ‎ 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 . * Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. 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.

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