Div Internal Retirement Plan Counselor

Learn more about Capital Group
Capital Group

Capital Group

Div Internal Retirement Plan Counselor

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

    "I can succeed as a Divisional Internal Retirement Plan Counselor at Capital Group."

    As a Divisional Internal Retirement Plan Counselor, you will manage the presale coordination and entire retirement business process for your assigned division of Capital Group proprietary retirement plans. You will partner with your territory teams to develop and implement a business plan and strategy for the division and ensure there is alignment with Capital Group business objectives.

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

    • You will promote CG retirement solutions to advisors via phone once a retirement plan opportunity is identified
    • You will provide division support in coordination with your assigned territory teams and are responsible for a subset of the retirement plan pipeline
    • You will need to have or complete the FINRA Security Industry Essentials (SIE), Series 7, and 63.

    San Antonio Base Salary Range: $69,072-$110,515

    Indianapolis Base Salary Range: $73,574-$117,718

    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.