Defined Contribution Retirement Consultant

The Capital Group; Chicago (IL); On-site; USD 117,000 - 188,000; Full time

Benefits offered by this job

Generous time-away and health benefits

2-for-1 matching gifts and annual plan

On-demand professional development

Job summary

Capital Group is hiring a Defined Contribution Retirement Consultant in Chicago to help investors save for retirement. You will collaborate with retirement plan counselors and financial advisors to identify opportunities, synthesize information, and present compelling solutions to promote American Funds.

You will be a subject‑matter expert, build strong advisor relationships, and drive opportunities toward successful plan placements with a focus on long‑term outcomes and growth.

Qualifications

• Hold your SIE to apply and either hold or obtain Series 7 & 66.
• You will initiate sales and present compelling solutions to promote American Funds.

Responsibilities

• Provide specialized internal consultation to retirement-plan heavy advisors, sharing thought leadership and investment insights.
• Identify gaps and develop plan opportunities considering pricing, product fit and territory nuances.
• Cultivate new relationships with assigned prospects, building strong pipelines for retirement plan opportunities.
• Serve as a subject‑matter expert for advisors and consultants, addressing questions about retirement plans and fund lineups.
• Represent Capital Group at industry events, conferences, webinars and calls, delivering presentations to advisors and financial professionals.
• Stay current on retirement industry trends and incorporate new insights into advisor discussions.
• Advance opportunities toward point‑of‑sale outcomes and Capital Group placement within retirement plans.

Skills

SIE license

Series 7

Series 66

Sales

Public speaking

Job description

“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 at work. Your 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 Defined Contribution Retirement Consultant at Capital Group.”

As one of our Defined Contribution Retirement Consultants, you’ll play a critical role in helping investors save for retirement. You are motivated by setting goals and measuring your performance against them. You’ll collaborate with Retirement Plan Counselors in the field and financial advisors and consultants that specialize in the Defined Contribution marketplace to identify new opportunities for Capital Group.

You’re well-versed in synthesizing information and presenting it in a distilled manner. You’ll initiate sales and present compelling solutions to promote American Funds and the placement of our investments within fund menus.

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

• You provide specialized internal consultation to retirement‑plan–heavy advisors, sharing thought leadership, investment insights, and guidance that strengthens relationships and develops retirement sales opportunities.

• You identify gaps and develop solutions for plan opportunities, considering pricing, product fit, competitive dynamics, and territory nuances.

• You cultivate new relationships with assigned prospects, building strong pipelines that drive future retirement plan opportunities.

• You serve as a subject‑matter expert for advisors and consultants, addressing questions and objections related to retirement plans and the role of American Funds within plan lineups, while uncovering additional opportunities.

• You represent the American Funds Client Group at industry events, participating in conferences, hosting webinars and calls, and delivering presentations to advisors and financial professionals virtually and in-person.

• You stay current on retirement industry trends and resources, analyzing potential impacts on territory teams and incorporating new insights, offerings, or products into advisor discussions.

• You advance opportunities toward point‑of‑sale outcomes, driving Capital Group placement within new or existing retirement plans.

• You must hold your SIE to apply and either hold/obtain Series, 7 & 66

“I can learn more about Capital Group.”

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.

Chicago Base Salary Range: $117,331-$187,730

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 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.