Regional Retirement Plan Counselor

“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.

About the role

As a Regional Retirement Plan Counselor (RRPC), you are a key member of a Retirement Plan (RP) Territory Team, advancing retirement plan growth within a defined territory in support of North American Client Group (NACG) goals. Partnering closely with Retirement Plan Consultants (RPCs), Divisional RPCs (DRPCs), Internal RPCs (IRPCs), and other stakeholders, you help deliver coordinated, consultative coverage to financial advisors. You are accountable for assigned offices and contribute to sales results, plan activity, and opportunity development through primarily virtual engagement and targeted in-person interactions. Working within an integrated team model, you support territory planning, align messaging and priorities, and deliver research-driven guidance on Capital Group retirement and investment solutions to help advisors better serve plan sponsors and participants.

Responsibilities

• Apply strong retirement plan expertise in a team-based coverage model to help advisors grow their practices.
• Demonstrate a strong understanding of investment selection, asset allocation, and portfolio construction, and apply these concepts to retirement plan discussions in an advisor-facing environment.
• Engage advisors through phone, video, web, and in-person meetings based on coverage strategy and advisor preference.
• Work collaboratively with RPCs, DRPCs, IRPCs, and other partners to deliver consistent messaging and coordinated execution across the territory.
• Support territory planning, align messaging and priorities, and provide research-driven guidance on Capital Group retirement and investment solutions.

Requirements

• Solid working knowledge of retirement plan terminology and the retirement marketplace, including ERISA requirements and advisor-sold investment-only (IO) platforms.
• Comfort using technology to support analysis, virtual meetings, web conferences, and advisor presentations.
• Strong communication, relationship-building, and consultative selling skills.
• Highly collaborative and able to work effectively with cross-functional partners.
• Bachelor’s degree.
• Must hold a SIE, Series 7, and Series 63/65 or 66.

Qualifications

• Preferred professional designations: AIF, AIFA, PPC, CIMA, CFA (or progress toward designation).

Benefits

• Competitive base salary, individual annual performance bonus, and Capital’s annual profitability bonus.
• Company-funded retirement plan where Capital contributes 15% of your eligible earnings (including salary and variable pay, such as bonuses).
• Generous time-away and health benefits from day one.
• Flexible work options.
• 2-for-1 matching gifts for charitable contributions and annual grants for organizations you support.
• On-demand professional development resources to hone existing skills and learn new ones.

We are an equal opportunity employer, complying with all federal, state, and local laws that prohibit discrimination in employment decisions.