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About the Role
The Advisor Practice Management Consultant (APMC) role requires leadership, teamwork, agility, flexibility, and creativity. APMCs engage with advisors through presentations, workshops, and consulting, aiming to be the business partner of choice by helping advisors grow and scale their practice. This role involves integrating practice management curricula, tailoring them for various engagements, and collaborating with internal partners to develop key programs.
Responsibilities
- Deliver presentations, workshops, and consulting to top financial advisors, COIs, and partner firm HO leadership teams
- Travel with sales force members, including National Accounts Managers, Sales Development Managers, WM Consultants, and Retirement Plan Counselors
- Represent Capital Group in leadership, moderation, and subject matter expertise at broker dealer national and regional meetings
- Moderate and consult at Capital Advisor Forum events, webinars, and podcast programs
- Participate in CG national and regional sales meetings
- Develop new practice management program curricula and experiences
- Develop industry-leading curricula across key PM skills and topics
- Create end-to-end resources including consulting workbooks, modular presentations, sales force insights, and customized content
Requirements
- Minimum 15 years in the financial services industry
- Experience as a financial advisor, investment salesperson (wholesaler, retirement plan consultant, national account manager or equivalent)
- Excellent communication and presentation skills
- Experience speaking about PM topics
- Team contributor, innovative, organized, high energy, and results-driven
- Creative in developing practice management curricula
- Embraces diversity of thought and passionate about providing solutions
- Ability to travel extensively
- FINRA Series 7 and 66 securities licenses or equivalent required
Skills
- Leadership
- Teamwork
- Agility
- Flexibility
- Creativity
- Public speaking
- Consultative abilities
- Coaching abilities
- Interactive abilities
Location
- United States
Work Type
- On-site
- Hybrid
- Full-time
Experience Level
- Minimum 15 years
Education Level
- Undergraduate or master’s degree
Salary/Compensations
- Competitive salary
- Bonuses
- 15% company retirement contribution
Benefits
- Generous time-away benefits
- Health benefits from day one
- Flexible work options
- 2-for-1 matching gifts for charitable contributions
- Annual grants for charitable organizations
- On-demand professional development resources
- Company-funded retirement contribution
About the Company
- Capital Group has a mission to improve people's lives through successful investing.
- They foster a culture designed to celebrate differences and believe that belonging leads to better outcomes.
- Capital Group operates with core values: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
- With over nine decades of history, Capital Group has more than 9,000 associates in 30+ offices worldwide.
- The company focuses on empowering associates to build successful and prosperous careers.
Equal Opportunity
- Capital Group is an equal opportunity employer.
- 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.