Retirement Plan Specialist

124 CCG CCG; Los Angeles (CA); Hybrid; USD 80,000 - 128,000; Full time

Benefits offered by this job

Time off & health benefits

Matching gifts program

Professional development resources

Job summary

Capital Group is seeking a Retirement Plan Specialist to provide sales and technical support for retirement plan clients in a dynamic environment. You will respond to plan analyses, guidance, proposals, and illustrations, collaborating with financial advisors and associates to recommend retirement solutions.

You must hold SIE, Series 7, and Series 66 registrations or equivalents, with a bachelor’s degree or related experience.

Qualifications

• Bachelor's degree or equivalent work experience.
• Must have Securities Industry Essentials (SIE) and Series 7 and Series 66 registrations (or equivalent).
• Strong communication across diverse populations and external clients.
• Team player with organized, fast-paced work style.

Responsibilities

• Provide sales and technical support for retirement plan clients.
• Respond to retirement plan sales and service calls and emails, including plan analyses and proposals.
• Collaborate with financial advisors and internal associates to recommend retirement solutions.
• Identify and pursue opportunities to grow retirement plan business with clients.

Skills

Communication skills

Education

Bachelor's degree or equivalent

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 a Retirement Plan Specialist at Capital Group

As a Retirement Plan Specialist, you’ll play a critical role in providing sales and technical support for our clients. Your scope will include responding to retirement plan sales and service calls and emails including plan analysis, guidance, proposals, and plan illustrations. You’ll collaborate with financial advisors and internal associates to recommend retirement solutions as well as respond to plan‑related questions. You’ll help drive additional sales opportunities by proactively marketing our retirement plan solutions to our customers.

I am the person Capital Group is looking for. You have intermediate knowledge of retirement solutions and the mutual fund industry. You have a bachelor’s degree in a related field or equivalent work experience. You are an accomplished communicator across diverse populations of associates and external clients. You build strong working relationships and are a team player. You are organized and thrive in a fast‑paced, dynamic work environment. You demonstrate intellectual curiosity, proactively share ideas with others, and possess sound judgement.

Required registrations: You must have or obtain the Securities Industry Essentials (SIE), Series 7, and Series 66 registrations or equivalent.

Los Angeles Base Salary Range: $80,098-$128,157

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. You can learn more about our compensation and benefits here.

* 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.

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Learn more about compensation & retirement Learn more about our benefits Learn more about our hybrid schedule Learn more about our culture and core values Learn more about our commitment to responsible AI and how it shapes your candidate experience