Defined Contribution Retirement Consultant

capgroup; Los Angeles (CA); On-site; USD 126,000 - 201,000; Full time

Benefits offered by this job

Generous time off & health benefits

2-for-1 matching gifts for charitable?

Professional development resources

Job summary

Capital Group is seeking a Retirement Contribution Consultant in Southern California. You will provide specialized internal consultation to retirement-plan‑heavy advisors, sharing thought leadership, investment insights, and guidance to strengthen relationships and develop retirement sales opportunities.

You will identify gaps and propose solutions for plan opportunities, considering pricing, product fit, and territory nuances.

Qualifications

• Must hold the SIE to apply.
• Series 7 & 66 required or obtainable.

Responsibilities

• Provide specialized internal retirement-plan consultation to advisors and consultants.
• Share thought leadership, investment insights, and guidance to strengthen relationships and develop opportunities.
• Cultivate new relationships and build pipelines for retirement plan opportunities.

Skills

SIE

Series 7/66

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.

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.\"

• 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 apply in less than 4 minutes.\"

\"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.

Southern California Base Salary Range: $125,909-$201,454

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