Capital Group Companies

Internal Retirement Plan Counselor

Capital Group Companies
Los Angeles, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to the Capital Group Companies, where we are dedicated to helping our clients achieve their financial goals through personalized retirement planning. We are currently seeking a highly motivated and knowledgeable Internal Retirement Plan Counselor to join our team. As a member of our organization, you will have the opportunity to make a meaningful impact on the lives of our clients by providing expert advice and guidance on their retirement plans. We are looking for a candidate who is passionate about helping others, has a deep understanding of retirement planning, and thrives in a fast-paced, collaborative environment. If this sounds like you, we invite you to apply for this exciting opportunity to join our team.

  1. Provide expert advice and guidance to clients on retirement planning.
  2. Assist clients in creating personalized retirement plans based on their financial goals.
  3. Act as the primary point of contact for clients regarding retirement planning.
  4. Stay up-to-date on industry trends and regulations related to retirement planning.
  5. Collaborate with team members to develop and implement effective retirement planning strategies.
  6. Conduct thorough analysis of clients' financial situations to determine the best retirement planning options.
  7. Educate clients on the features and benefits of various retirement plans.
  8. Maintain accurate and detailed records of client interactions and plans.
  9. Build and maintain strong relationships with clients to promote client retention.
  10. Continuously strive to improve client satisfaction and exceed performance goals.
  11. Participate in ongoing training and development opportunities to enhance knowledge and skills.
  12. Keep confidential all client information and adhere to all compliance and regulatory requirements.
  13. Act as a brand ambassador for the Capital Group Companies by providing exceptional service to clients.
  14. Collaborate with other departments, such as sales and marketing, to promote retirement planning services.
  15. Actively contribute to a positive and collaborative team environment.
Where is this job?
This job is located at Los Angeles, CA, USA
Job Qualifications

  • Strong Knowledge Of Retirement Planning: The Ideal Candidate Should Possess A Deep Understanding Of Retirement Planning And Be Able To Provide Comprehensive Advice And Guidance To Clients.

  • Excellent Communication Skills: As An Internal Retirement Plan Counselor, The Candidate Will Be Responsible For Communicating Complex Retirement Planning Concepts To Clients In A Clear And Concise Manner. Strong Communication Skills, Both Written And Verbal, Are Essential For Success In This Role.

  • Relevant Education And Experience: A Bachelor's Degree In Finance, Business, Or A Related Field Is Typically Required For This Position. Additionally, Candidates Should Have At Least 3-5 Years Of Experience In Retirement Planning Or A Similar Role.

  • Finra Licensing: The Candidate Should Hold A Valid Finra Series 6 Or 7 License, As Well As A Series 63 Or 66 License. These Licenses Are Required To Sell Securities And Provide Investment Advice.

  • Customer Service Skills: The Internal Retirement Plan Counselor Will Work Closely With Clients To Understand Their Needs And Develop Tailored Retirement Plans. Strong Customer Service Skills, Including The Ability To Build And Maintain Relationships, Are Essential For This Role.

Required Skills

  • Financial Analysis

  • Communication Skills

  • Market Research

  • Investment Management

  • Risk assessment

  • Client Relations

  • Asset allocation

  • Retirement planning

  • Tax Planning

  • Portfolio Diversification

  • Retirement Income Strategies

Soft Skills

  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Problem Solving

  • Time management

  • creativity

  • Teamwork

  • Adaptability

  • Empathy

Compensation

According to JobzMall, the average salary range for a Internal Retirement Plan Counselor in Los Angeles, CA, USA is approximately $50,000 to $80,000 per year. This can vary depending on the specific company, level of experience, and other factors. Some companies may offer additional benefits and bonuses as part of the compensation package. It is important to research and compare multiple job opportunities to get a better understanding of the specific salary range for this role in Los Angeles.

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 PostedMay 20th, 2026
Apply BeforeJune 19th, 2026
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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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