Skip to main contentA logo with &quat;the muse&quat; in dark blue text.

Internal Wealth Specialist

AT Capital Group
Capital Group

Internal Wealth Specialist

San Antonio, TX

"I can succeed as an Internal Wholesaler at Capital Group."

As one of our Internal Wholesalers, you'll play a critical role in deepening relationships and identifying areas of opportunities with financial advisors to implement Capital Group solutions. You're motivated by setting goals and measuring your performance against them. You'll collaborate with geographic territory teams and financial advisors to identify new opportunities for our investment suite of products. Together, you'll develop and execute critical territory coverage.

You're well-versed in synthesizing 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 solutions and raise assets.

Want more jobs like this?

Get Business Operations jobs in San Antonio, TX delivered to your inbox every week.

By signing up, you agree to our Terms of Service & Privacy Policy.


"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, while asking great questions and bouncing ideas off others. You are proactive in sharing your perspective on relevant topics to the team
  • You have interest in developing an in-depth understanding of investment concepts

Note: You must hold and/or obtain within the first 90 days of employment the series 7 & 66 license(s).

San Antonio Base Salary Range: $79,019-$126,430

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 Canada and 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.

Client-provided location(s): San Antonio, TX, USA
Job ID: Capital_Group-JR4869
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • HSA
    • Fitness Subsidies
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • On-site/Nearby Childcare
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • Pension
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program