Regional Retirement Plan Counselor — Flexible Work

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

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.