Retirement Plan Consultant – Defined Contribution

124 CCG CCG; Los Angeles (CA); On-site; USD 126,000 - 201,000; Full time

Benefits offered by this job

Competitive base salary

Annual performance bonus

Capital Group retirement contribution

Job summary

Capital Group in Southern California is seeking a Defined Contribution Retirement Consultant who will collaborate with retirement plan counselors, financial advisors, and consultants to identify opportunities and present Capital's American Funds solutions.

You will synthesize information for advisors, drive opportunities toward plan sales, and stay current on retirement industry trends. SIE is required to apply and Series 7 & 66 licensure is expected.

Qualifications

• Must hold SIE to apply.
• Series 7 and 66 licensure expected for this role.

Responsibilities

• Provide retirement plan consultation to retirement‑plan heavy advisors and promote Capital Group solutions.
• Develop opportunities with assigned prospects and build pipelines for retirement plan sales.
• Stay current on retirement industry trends to inform advisor discussions and strategy.

Skills

SIE license

Series 7

Series 66

Job description

Capital Group in Southern California is seeking a Defined Contribution Retirement Consultant who will collaborate with retirement plan counselors, financial advisors, and consultants to identify opportunities and present Capital's American Funds solutions.

You will synthesize information for advisors, drive opportunities toward plan sales, and stay current on retirement industry trends. SIE is required to apply and Series 7 & 66 licensure is expected.