Impactful Retirement Plan Advisor

Capital Group; New York (NY); On-site; USD 105,459 - 168,734; Full time

Benefits offered by this job

Annual performance bonus

Generous paid time-off

Flexible work options

Job summary

At Capital Group in New York, as an Internal Retirement Plan Counselor, you will engage with clients to help them save for retirement while collaborating with financial advisors. Your role involves effective communication and problem-solving to promote American Funds and their services.

Ideal candidates have a Bachelor's degree, sales experience, and must hold the FINRA SIE exam. The position offers a competitive salary, annual performance bonuses, and comprehensive benefits from day one, including a retirement plan with a 15% matching contribution.

Qualifications

• Must hold the FINRA Securities Industry Essentials (SIE) exam.
• Must hold or obtain Series 7 and 66 (or equivalent) upon hire.
• Interest in defined-contribution marketplace.

Responsibilities

• Help investors save for retirement.
• Collaborate with peers and financial advisors.
• Identify new opportunities for American Funds.

Skills

Sales experience

Communication skills

Team collaboration

Education

Bachelor's degree

Job description

At Capital Group in New York, as an Internal Retirement Plan Counselor, you will engage with clients to help them save for retirement while collaborating with financial advisors. Your role involves effective communication and problem-solving to promote American Funds and their services.

Ideal candidates have a Bachelor's degree, sales experience, and must hold the FINRA SIE exam. The position offers a competitive salary, annual performance bonuses, and comprehensive benefits from day one, including a retirement plan with a 15% matching contribution.