Internal Retirement Plan Counselor

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

Job Overview

"I can be myself at work." At Capital Group, 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. In a respectful workplace you can celebrate your talents, traditions, and uniqueness while contributing to a strong sense of belonging.

Capital Group commits to fostering a culture of diversity and inclusion. Our core values—Integrity, Client Focus, Diverse Perspectives, Long‑Term Thinking, and Community—guide every day of work.

Responsibilities

As an Internal Retirement Plan Counselor you will help investors save for retirement. You will collaborate with peers and financial advisors to identify new opportunities for American Funds, develop and execute critical territory coverage plans, and make personalized outbound calls. Your role requires synthesizing information, presenting it in a distilled manner, and effectively communicating solutions that promote American Funds and our proprietary record‑keeping services.

Qualifications

• Bachelor’s degree.
• Well‑spoken, upbeat, and with sales experience.
• Comfortable in team settings, asks great questions and shares perspectives.
• Interest in developing an in‑depth understanding of the defined‑contribution marketplace.
• Must hold the FINRA Securities Industry Essentials (SIE) exam.
• Must hold or obtain the Series 7 and 66 (or equivalent) upon hire.

Benefits

• Competitive base salary ranging from $105,459 to $168,734 (New York).
• Annual performance bonus and Capital’s profitability bonus.
• Retirement plan with a 15% matching contribution.
• Generous paid time‑off and health benefits from day one, with flexible work options.
• 2‑for‑1 matching gifts for charitable contributions and the opportunity for annual grants.
• On‑demand professional development resources.
• Temporary positions in the United States are excluded from the above compensation and benefit plans.

Equal Employment Opportunity

We are an equal‑opportunity employer and comply with all federal, state, and local laws that prohibit discrimination. Our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth, or related medical conditions, age, 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.