Internal Retirement Plan Advisor

124 CCG CCG; Los Angeles (CA); Hybrid; USD 99,000 - 159,000; Full time

Benefits offered by this job

Flexible work options

Charitable matching gifts

Professional development resources

Annual performance bonus

15% retirement contribution

Job summary

Capital Group is seeking an Internal Retirement Plan Counselor to help investors save for retirement. You will collaborate with peers and financial advisors to identify opportunities for American Funds, develop territory coverage, and present retirement solutions.

A bachelor’s degree and sales experience are required, with FINRA SIE and Series 7/66 needed upon hire. Base compensation is highly competitive with bonuses, and a 15% retirement contribution.

Qualifications

• Bachelor's degree required.
• FINRA SIE required to apply.
• Series 7 and 66 required upon hire.

Responsibilities

• Develop and execute critical territory coverage.
• Identify new opportunities for American Funds and promote Capital Group's proprietary solutions.
• Present compelling retirement solutions to investors and financial advisors to drive growth.

Skills

Sales experience

Education

Bachelor's degree

Job description

Capital Group is seeking an Internal Retirement Plan Counselor to help investors save for retirement. You will collaborate with peers and financial advisors to identify opportunities for American Funds, develop territory coverage, and present retirement solutions.

A bachelor’s degree and sales experience are required, with FINRA SIE and Series 7/66 needed upon hire. Base compensation is highly competitive with bonuses, and a 15% retirement contribution.