Divisional Retirement Plan Counselor

You will be aligned to the Northern CA

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

• You have 5+ years of financial services sales experience.
• You have proven experience in third party distribution, a broad knowledge of the mutual fund business and retirement plan sales, and the demonstrated ability to build long-term relationships.
• You have a proven track of sales success in Retirement Plan Sales.
• You know how to leverage technological resources to create custom analysis.
• You are a skilled communicator and have sales experience in the registered investment advisor space.
• You're well-versed in synthesizing information and presenting it in a distilled manner.
• You have a series 7 or equivalent and 63 licenses, as well as one or more of the following designations preferred AIF, AIFA, PPC, CIMA, and CFA.

Deadline to apply: 9/19/25

Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary range for this role is $85,000 - $155,000 + applicable bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.

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 Canada and the United States are excluded from the above mentioned compensation and benefit plans.

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.

Client-provided location(s): Gunnison, CO

Job ID: Capital_Group-JR5574

Employment Type: FULL_TIME

Posted: 2025-08-30T23:40:16