Retirement Plan Counselor - San Francisco Bay Area

124 CCG CCG; United States; On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Paid time off

Medical insurance

Dental insurance

Retirement plan

Job summary

Capital Group is seeking a Retirement Plan Counselor to lead sales initiatives in the Retirement Plan Sales market for the San Francisco Bay Area. You will partner with Wealth Management Wholesalers to drive business results and manage relationships with brokerage firm representatives.

You must have Series 7, 63, and 66 licenses (or equivalent), plus one or more of the designations AIF, AIFA, PPC, CIMA, CFA. A competitive base salary plus commissions and benefits are provided.

Qualifications

• Must hold Series 7, 63 and 66 licenses (or equivalent).
• One or more of the following designations: AIF, AIFA, PPC, CIMA or CFA.
• Proven track record in mutual funds and retirement plan sales; strong relationship-building in the adviser space.

Responsibilities

• Lead sales initiatives in the Retirement Plan Sales market and coordinate with Wealth Management Wholesalers.
• Identify needs of firms and representatives and drive business results through intermediaries.
• Deliver motivational and informative presentations and manage performance against goals.

Skills

Sales experience

Mutual funds

Retirement plans

Relationship building

Communication

RIA space familiarity

Education

Series 7/63/66 licenses

Designations: AIF/AIFA/PPC/CIMA/CFA

Job description

“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.

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. Our shared values of integrity, client focus, long‑term view, diverse perspectives and community inspire our associates every day. A career at Capital Group means having countless opportunities to explore, grow and succeed.

More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day.