Defined Contribution Retirement Consultant

Overview

I can be myself  are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we're committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences.

We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day:
Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

I can influence my income. You want to feel recognized r performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

I can lead a full life. You bring unique goals and interests to your job and your life. Whether you re raising a family, you re passionate about where you volunteer, or you want to explore different career paths, we ll give you the resources that can set you up for success.

• Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• Access on-demand professional development resources that allow you to hone existing skills and learn new ones

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 Capital Group.

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 provide specialized internal consultation to retirement plan-heavy advisors, sharing thought leadership, investment insights, and guidance that strengthens relationships and develops retirement sales opportunities.
• You identify gaps and develop solutions for plan opportunities, considering pricing, product fit, competitive dynamics, and territory nuances.
• You cultivate new relationships with assigned prospects, building strong pipelines that drive future retirement plan opportunities.
• You serve as a subject matter expert for advisors and consultants, addressing questions and objections related to retirement plans and the role of American Funds within plan lineups, while uncovering additional opportunities.
• You represent the American Funds Client Group at industry events, participating in conferences, hosting webinars and calls, and delivering presentations to advisors and financial professionals virtually and in-person.
• You stay current on retirement industry trends and resources, analyzing potential impacts on territory teams and incorporating new insights, offerings, or products into advisor discussions.
• You advance opportunities toward pointofsale outcomes, driving Capital Group placement within new or existing retirement plans.
• You must hold your SIE to apply and either hold/obtain Series, 7 & 66.

Final date to receive applications: 2/20/2026

I can apply in less than 4 minutes. You ve reviewed this job posting and you re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn t what you re looking for, check out…