Capital Group Companies

Defined Contribution Retirement Consultant

Capital Group Companies
San Antonio, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you passionate about helping employees plan for their retirement? Do you have a strong background in defined contribution retirement plans? Capital Group Companies is seeking a knowledgeable and personable Defined Contribution Retirement Consultant to join our team. In this role, you will have the opportunity to work with a diverse range of clients, providing expert guidance and support in their retirement planning journey. If you have a deep understanding of defined contribution plans, excellent communication skills, and a desire to make a positive impact on people's financial future, we want to hear from you. Join us in making a difference in the lives of our clients and their employees.

  1. Provide expert guidance and support to clients in their retirement planning journey.
  2. Utilize deep knowledge and understanding of defined contribution plans to assist clients.
  3. Communicate clearly and effectively with clients, explaining complex retirement plan concepts in an understandable manner.
  4. Develop and maintain strong relationships with clients, building trust and rapport.
  5. Conduct thorough analysis of clients' retirement plans and make recommendations for improvement.
  6. Stay up-to-date on industry trends and regulations related to defined contribution plans.
  7. Collaborate with internal teams to ensure seamless implementation of retirement plans for clients.
  8. Act as a subject matter expert, providing training and support to colleagues on defined contribution plans.
  9. Assist in the development and improvement of retirement planning tools and resources.
  10. Continuously strive to improve client satisfaction and retention by providing exceptional service.
  11. Represent the company in a professional and knowledgeable manner at client meetings and industry events.
  12. Proactively identify and address any issues or concerns that may arise with clients' retirement plans.
  13. Maintain accurate and detailed records of client interactions and recommendations.
  14. Contribute to the overall success and growth of the company by meeting performance goals and targets.
  15. Uphold the company's values of integrity, professionalism, and commitment to client success.
Where is this job?
This job is located at San Antonio, TX, USA
Job Qualifications

  • In-Depth Knowledge Of Defined Contribution Retirement Plans: A Strong Understanding Of The Technical Aspects Of Defined Contribution Retirement Plans, Including Regulations And Compliance Requirements, Is Essential For This Role.

  • Experience In Retirement Plan Consulting: Candidates Should Have Prior Experience In Providing Consulting Services For Retirement Plans, Preferably In A Corporate Or Financial Services Setting.

  • Strong Communication And Relationship-Building Skills: The Ability To Effectively Communicate With Clients And Build Strong Relationships Is Crucial For Success In This Role. Candidates Should Have Excellent Verbal And Written Communication Skills.

  • Analytical And Problem-Solving Skills: A Defined Contribution Retirement Consultant Must Be Able To Analyze Complex Retirement Plan Data And Develop Customized Solutions To Meet The Specific Needs Of Each Client.

  • Professional Certifications: Many Employers Prefer Candidates With Professional Certifications Such As Certified Retirement Counselor (Crc), Certified Financial Planner (Cfp), Or Certified Employee Benefits Specialist (Cebs). These Certifications Demonstrate A High Level Of Expertise And Commitment To The Retirement Planning Field.

Required Skills

  • Financial Analysis

  • Account Management

  • Tax laws

  • Risk assessment

  • Regulatory compliance

  • Asset allocation

  • Client communication

  • Retirement planning

  • Investment Strategies

  • Pension Plans

  • Retirement Benefits

  • Retirement Education

Soft Skills

  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Defined Contribution Retirement Consultant in San Antonio, TX, USA is $69,000 - $118,000 per year. The actual salary may vary depending on factors such as experience, qualifications, and the specific company or organization that the consultant is working for. Additionally, the salary may also include bonuses, commissions, and other benefits.

Additional Information
Capital Group Companies is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 7th, 2024
Apply BeforeMay 22nd, 2025
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About Capital Group Companies

Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with $1.87 trillion in assets under management.

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