Retirement Plan Specialist

"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.

“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.‎ 

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

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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.