Retirement Plan Advisor — Build Client Results

Capital-Group-1; San Francisco (CA, ID); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Performance bonus

Retirement plan

Paid time off

Medical

Dental

Job summary

Capital Group is seeking a Retirement Plan Counselor to lead sales initiatives in Retirement Plan Sales across Northern California, Oregon and Idaho. You will partner with Wealth Management Wholesalers to build relationships with broker-dealers and drive business results.

You must hold Series 7, 63 and 66 or equivalent, plus designations such as AIF, AIFA, PPC, CIMA, CFA. Strong mutual funds knowledge and communication skills are essential for success.

Qualifications

• Broad knowledge of sales in the mutual fund and retirement plan space.
• Strong communication and relationship-building skills.
• Licenses in Series 7, 63, 66 or equivalent; professional designations preferred.

Responsibilities

• Lead sales initiatives in the Retirement Plan Sales market.
• Partner with Wealth Management Wholesalers to manage presence and drive results.
• Deliver presentations and build relationships with broker-dealer representatives.

Skills

Sales experience

Communication

Series 7/63/66 licenses

Financial knowledge

Tools

CRM

Job description

Capital Group is seeking a Retirement Plan Counselor to lead sales initiatives in Retirement Plan Sales across Northern California, Oregon and Idaho. You will partner with Wealth Management Wholesalers to build relationships with broker-dealers and drive business results.

You must hold Series 7, 63 and 66 or equivalent, plus designations such as AIF, AIFA, PPC, CIMA, CFA. Strong mutual funds knowledge and communication skills are essential for success.