Strategic Platform Consultant Dallas

“I can be myself at work.”

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we’re committed to fostering a strong sense of belonging in a respectful workplace.

We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day:
Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

“I can influence my income.”

You want to feel recognized r performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

“I can lead a full life.”

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

• Enjoy generous time‑away and health benefits from day one, with the opportunity for flexible work options

• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love

• Access on‑demand professional development resources that allow you to hone existing skills and learn new ones

“I can succeed as a Strategic Platform Consultant at Capital Group.”

As a Strategic Platform Consultant, you will be a key sales contributor responsible for educating, training, and motivating financial intermediaries to drive asset growth and retention for Capital Group. This role partners closely with internal stakeholders, applies a consultative and challenger‑based sales approach, and leverages data, relationships, and strategic planning to deliver results across an assigned territory.

Territory: Dallas

“I am the person Capital Group is looking for.”

• Drives sales results by cultivating strategic partnerships with financial intermediaries, including TAMP, Insurance, and division leadership

• Acts as a versatile “utility player,” coordinating with sales leaders and associates to capitalize on high‑growth opportunities

• Apply consultative and challenger sales techniques to identify intermediary needs, introduce innovative solutions, and clearly articulate NACG’s competitive value

• Collaborates cross‑functionally with Wealth Management, Strategic Relationship Group, and Insurance teams to deliver aligned sales outcomes

• Develops and executes data‑driven business plans that support sales growth, asset retention, and territory optimization

• Builds strong internal and external relationships, identifies cross‑selling opportunities, and fosters collaboration across divisions

• Demonstrates a commitment to continuous improvement through ongoing skills development, sales effectiveness refinement, and required licensing

Licensing and Designations:

• RICP Designation (Preferred but not required)

• CFP Designation (Preferred but not required)

• Series 7 & 63

Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $150-200K + applicable sales bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits.

Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.

“I can apply in less than 4 minutes.”

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