Retirement Plan Counselor - San Francisco Bay Area

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

Benefits offered by this job

Health benefits

Paid time off

Retirement plan

Bonuses and commissions

Job summary

Capital Group in the San Francisco Bay Area is seeking a Retirement Plan Counselor to lead retirement plan sales initiatives and partner with Wealth Management Wholesalers to serve brokerage representatives. You will build lasting relationships, present effectively, and drive sponsor/investor outcomes.

The role requires Series 7, 63, 66 licenses (or equivalents) and relevant designations (AIF/AIFA/PPC/CIMA/CFA). Base salary with commissions/bonuses is offered, with strong earning potential.

Qualifications

• Must have broad knowledge and proven track record of sales in the mutual fund and retirement plan space.
• Strong ability to build long-term relationships with clients and intermediaries.
• Licenses and designations listed in qualifications are required or preferred.

Responsibilities

• Lead sales initiatives in the Retirement Plan Sales market in the SF Bay Area.
• Partner with Wealth Management Wholesalers to drive Capital Client Group presence and results.
• Deliver motivational and informative presentations and employ consultative selling with intermediaries.

Skills

Sales experience

Financial services

Communication

Mutual funds

Education

Series 7, 63, 66 licenses

AIF/AIFA/PPC/CIMA/CFA designations

Job description

## Retirement Plan Counselor - San Francisco Bay AreaApply: Regional: Full time: Posted Today: JR7574**“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. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. **“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 the Retirement Plan Counselor”**As one of our Retirement Plan Counselors, you’ll lead sales initiatives in the Retirement Plan Sales market, identifying firm and firm representatives’ needs and coordinating efforts to serve those needs. You’ll partner with Wealth Management Wholesalers to manage Capital Client Group (American Funds Distributions) presence, relationships, and drive business results with key brokerage firm representatives. You excel at delivering motivational and informative presentations. You’re motivated by setting goals and measuring your performance against them. You apply a consultative skillset to sell through financial intermediaries and work collaboratively with other senior sales force members to identify opportunities for better Plan Sponsor and investor outcomes.**Territory**: San Francisco Bay Area**“I am the person Capital Group is looking for.”*** You have a broad knowledge and proven track record of sales success in the mutual fund business and retirement plan sales, and the demonstrated ability to build long-term relationships.* You know how to leverage technological resources to create custom analysis.* You are an excellent communicator and have significant sales experience in the registered investment advisor space.* You’re well-versed in synthesizing information and presenting it in a distilled manner.* You must have a series 7, 63, and 66 licenses or equivalent, as well as one or more of the following designations AIF, AIFA, PPC, CIMA, and CFA.*Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.*