Regional Retirement Plan Counselor

124 CCG CCG; Los Angeles (CA); Hybrid; USD 111,920 - 179,072; Full time

Benefits offered by this job

2-for-1 matching gifts

Annual grants for favorite nonprofits

On-demand professional development

Generous time off and health benefits

Retirement plan with 15% company match

Job summary

Capital Group is seeking a Regional Retirement Plan Counselor to support retirement plan growth within a defined North American territory. You will partner with RPCs, DRPCs and IRPCs to deliver coordinated, consultative coverage to financial advisors, helping sponsors and participants optimize their retirement strategies.

You bring strong retirement plan expertise and apply it in a team-based coverage model.

Qualifications

• Bachelor’s degree required; SIE, Series 7, and Series 63/65 or 66 preferred or in progress.
• Strong retirement plan knowledge and advisory capabilities.
• Excellent communication, interpersonal and consultative selling skills expected.

Responsibilities

• Deliver coordinated retirement plan coverage to financial advisors across a defined territory.
• Collaborate with RPCs, DRPCs, IRPCs and partners to align messaging and territory plans.
• Provide research-driven guidance on Capital Group retirement and investment solutions.
• Engage advisors via virtual meetings and targeted in-person interactions to grow plan sponsorship and participation.

Skills

Retirement plan expertise

Communication skills

Relationship-building

Consultative selling

Team collaboration

Education

Bachelor's degree

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 Regional Retirement Plan Counselor at Capital Group.”

As a Regional Retirement Plan Counselor (RRPC), you are a key member of a Retirement Plan (RP) Territory Team, advancing retirement plan growth within a defined territory in support of North American Client Group (NACG) goals. Partnering closely with Retirement Plan Consultants (RPCs), Divisional RPCs (DRPCs), Internal RPCs (IRPCs), and other stakeholders, you help deliver coordinated, consultative coverage to financial advisors. You are accountable for assigned offices and contribute to sales results, plan activity, and opportunity development through primarily virtual engagement and targeted in‑person interactions. Working within an integrated team model, you support territory planning, align messaging and priorities, and deliver research‑driven guidance on Capital Group retirement and investment solutions to help advisors better serve plan sponsors and participants.

“I am the person Capital Group is looking for”

You bring strong retirement plan expertise and apply it effectively in a team‑based coverage model to help advisors grow their practices. You demonstrate a strong understanding of investment selection, asset allocation, and portfolio construction, and can apply these concepts to retirement plan discussions in an advisor‑facing environment. You have a solid working knowledge of retirement plan terminology and the retirement marketplace, including ERISA requirements and advisor‑sold investment‑only (IO) platforms. You are comfortable using technology to support analysis, virtual meetings, web conferences, and advisor presentations. You have strong communication, relationship‑building, and consultative selling skills, and can engage advisors through phone, video, web, and in‑person meetings based on coverage strategy and advisor preference. You are highly collaborative and work effectively with RPCs, DRPCs, IRPCs, and other partners to deliver consistent messaging and coordinated execution across the territory.

• You hold a bachelor’s degree; preferred preference for one or more professional designations: AIF, AIFA, PPC, CIMA, CFA (or progress toward designation).
• You must hold a SIE, Series 7, and Series 63/65 or 66.

Southern California Base Salary Range: $111,920- $179,072

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.

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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.

Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people’s lives through successful investing. Our shared values of integrity, client focus, long‑term view, diverse perspectives and community inspire our associates every day. A career at Capital Group means having countless opportunities to explore, grow and succeed. Learn more about compensation & retirement Learn more about our benefits Learn more about our hybrid schedule Learn more about our culture and core values Learn more about our commitment to responsible AI and how it shapes your candidate experience

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