Retirement Plan Specialist & Client Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services
Capital Group is looking for a Retirement Plan Coordinator to manage a book of business and provide day-to-day service for American Funds proprietary bundled plans. You will be the main contact for financial professionals and plan sponsors, resolving issues and coordinating plan design changes as needed.
You will leverage retirement plan knowledge (5+ years), apply regulatory understanding, and coach professionals through change processes, including qualified plan testing.
We have an opening for a Retirement Plan Specialist & Client Advisor in San Antonio, TX, United States within Management & Operations, Sales.
We invite applications for the Retirement Plan Specialist & Client Advisor position located in San Antonio, TX, United States.
The following opportunity is for a Retirement Plan Specialist & Client Advisor with 113 CGRPS Capital Grp Retir Pln Ser.
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