Regional Retirement Plan Counselor

Capital Group; Los Angeles (CA); On-site; USD 111,920 - 179,072; Full time

Benefits offered by this job

Health benefits from day one

Flexible work options

2-for-1 matching gifts

Annual grants for organizations you爱

Professional development resources

Job summary

Capital Group seeks a Regional Retirement Plan Counselor to advance retirement plan growth within a defined North American territory. You will partner with RPCs, DRPCs, IRPCs and other stakeholders to deliver coordinated coverage to financial advisors, supporting plan sponsors and participants with research-driven guidance.

You will rely on strong retirement plan expertise, advisor-facing communication, and a collaborative approach to drive results in a territory, with required SIE and Series

Qualifications

• Strong retirement plan expertise and ability to apply in advisor-facing environment.
• Strong communication, relationship-building, and consultative selling skills.
• Experience with virtual meetings and advisor presentations.
• Bachelor's degree required; professional designations preferred (AIF, AIFA, PPC, CIMA, CFA).

Responsibilities

• Advance retirement plan growth within a defined territory in support of NACG goals.
• Deliver coordinated, consultative coverage to financial advisors.
• Support territory planning and align messaging with RPCs, DRPCs, IRPCs and other stakeholders.
• Provide research-driven guidance on retirement and investment solutions to help advisors serve plan sponsors and participants.

Skills

Retirement plan expertise

Communication skills

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.

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

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.

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.

• Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

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.