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.

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.

You want to feel recognized r 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.

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

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.

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…