Regional Retirement Plan Counselor

I can be myself at work.

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.

I can influence my income.

• 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.

• 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 Regional Retirement Plan Counselor at Capital Group.

• 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.
• You partner closely with Retirement Plan Consultants (RPCs), Divisional RPCs (DRPCs), Internal RPCs (IRPCs), and other stakeholders, helping deliver coordinated, consultative coverage to financial advisors.
• 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.

You bring strong retirement plan expertise and apply it effectively in a team-based coverage model to help advisors grow their practices.

• You demonstrate a strong understanding of investment selection, asset allocation, and portfolio construction, and can apply these concepts to retirement plan discussions in an advisor-facing environment.
• You have a solid working knowledge of retirement plan terminology and the retirement marketplace, including ERISA requirements and advisor-sold investment-only (IO) platforms.
• You are comfortable using technology to support analysis, virtual meetings, web conferences, and advisor presentations.
• You have strong communication, relationship-building, and consultative selling skills, and can engage advisors through phone, video, web, and in-person meetings based on coverage strategy and advisor preference.
• You are highly collaborative and work effectively with RPCs, DRPCs, IRPCs, and other partners to deliver consistent messaging and coordinated execution across the territory.

You hold a bachelor’s degree; preferred preference for one or more professional designations: AIF, AIFA, PPC, CIMA, CFA (or progress toward designation).

• You must hold a SIE, Series 7, and Series 63/65 or 66.

Southern California Base Salary Range: $111,920- $179,072

I can apply in less than 4 minutes.

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.

I Can Learn More About Capital Group.

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.