Competitive Pat/ Easier Sales / Bureaucratic challenges - Regional Wealth Management Consultant Capital Group Employee Review

5.0
Apr 18, 2026
Recommend
CEO approval
Business Outlook

Pros

- Compared to many other wholesaling companies from where many associates come from, this is the easiest to 1) sell our products 2) not as draconian on activity levels compared to other wholesaling firms - Pay is extremely competitive and they have many levels of wholesaling to move up the ladder from Intern>Slate>IWG>IWS>RWMC (this position)>DWMC>WMC

Cons

- As with all wholesaling roles, it can feel mundane day by day to be constantly calling/emailing to schedule meetings - Capital Group has som 9,300 employees, so almost inherently bureaucracy and having to play political games for management seeps in. Which feels like a side item on our SOPs to appease managers.

Explore other reviews about Capital Group

5.0
Jul 8, 2026
Recommend
CEO approval
Business Outlook

Pros

Paid really well. Great benefits. Valued employees. Had good work life balance for call center environment.

Cons

I don't really have any complaints. I honestly really liked the company.

1.0
Jun 20, 2026
Recommend
CEO approval
Business Outlook

Pros

The bonuses and CSRP of 15% as well as many benefits are unmatched. I enjoy many of my colleagues and have made life long friends.

Cons

It was a great place to work and many will continue to feel that way until they are affected like those of us in the Norfolk Virginia office. There is no loyalty from the company and people are replaced either by a “vision“ of technology that doesn’t yet even exist within the organization or by cheap labor “offshore“. I thought I would retire from here and now I find myself out of a job after over 20 years before the end of 2027.

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