FC Wealth Management Consultant - Seattle

Regional, US💼 Full-time💰 $75,000–$75,000🗓 2026-09-30 → 2026-10-01

Core

Lead sales initiatives in the Wirehouse Channel segment, managing American Funds Distributions presence and business results with key Wirehouse firms.

Role type

Wealth Management Consultant (Third-party distribution)

Builds

Sales initiatives and business results for Wirehouse firms

Domain

Financial Services / Wealth Management

Deliverable

client delivery

Required skills

third-party distribution, mutual fund/SMA/ETF/CIT business knowledge, portfolio construction, data analysis (Excel, PowerPoint, Tableau), presentation skills

Preferred skills

Series 7, 66, CIMA, CFA designations

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