Defined Contribution Retirement Consultant

Learn more about Capital Group
Capital Group

Capital Group

Defined Contribution Retirement Consultant

San Antonio, TX +1 location
Full Time
Paid
  • Responsibilities

    "I can succeed as a Defined Contribution Retirement Consultant at Capital Group."

    As one of our Defined Contribution Retirement Consultants, you'll play a critical role in helping investors save for retirement. You are motivated by setting goals and measuring your performance against them. You'll collaborate with Retirement Plan Counselors in the field and financial advisors and consultants that specialize in the Defined Contribution marketplace to identify new opportunities for American Funds.

    You're well-versed in synthesizing information and presenting it in a distilled manner. You'll initiate sales and present compelling solutions to promote American Funds and the placement of our investments within fund menus.

    " I am the person Capital Group is looking for."

    • You have a bachelor's degree.
    • You have an in-depth understanding of the defined contribution marketplace.
    • You thrive in team settings. You ask great questions, bounce ideas off others and proactively share your perspective.
    • You will represent American Funds and provide retirement plan thought leadership at key events and meetings.
    • You will need to have or complete the FINRA Security Industry Essentials (SIE), Series 7, and 63.

    San Antonio Base Salary Range: $85,477-$136,763

    Indianapolis Base Salary Range: $91,047-$145,675

    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.

    We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

  • Industry
    Investment Management
  • Locations
    Indianapolis, IN • San Antonio, TX
  • About Us

    Through nine decades, Capital Group’s 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. Private ownership allows us to keep our eyes on the long term while more than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day.