Retirement Plan Counselor - Flexible Work & Growth

Capital Group; Columbus (OH); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Generous time off

Health benefits from day one

2-for-1 matching gifts

Professional development resources

Job summary

Capital Group is seeking a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market and collaborate with Wealth Management Wholesalers to manage Capital Client Group relationships. The role requires strong sales experience in mutual funds and retirement plans, with the ability to present complex analyses to financial intermediaries.

You will be evaluated on goal achievement, communication skills, and the ability to synthesize information for clients and advisors.

Qualifications

• Broad knowledge and proven track record in mutual fund and retirement plan sales.
• Ability to build long-term relationships.
• Ability to leverage technology for custom analysis.
• Excellent communicator with experience in the registered investment advisor space.
• Licenses: Series 7/63/66 and related designations.

Responsibilities

• Lead sales initiatives in the Retirement Plan Sales market.
• Coordinate with Wealth Management Wholesalers to manage Capital Group presence and relationships.
• Drive business results with brokerage firm representatives.

Skills

Sales in mutual funds

Relationship building

Financial analysis

Communication

RIA sales experience

Licenses: Series 7/63/66

Designations: AIF/AIFA/PPC/CIMA/CFA

Education

Series 7, 63, 66 licenses

Job description

Capital Group is seeking a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market and collaborate with Wealth Management Wholesalers to manage Capital Client Group relationships. The role requires strong sales experience in mutual funds and retirement plans, with the ability to present complex analyses to financial intermediaries.

You will be evaluated on goal achievement, communication skills, and the ability to synthesize information for clients and advisors.