Capital Group

Retirement Plan Relationship Consultant

Posted on: 30 Apr 2021

San Antonio, TX

Job Description

“I can be myself at work.”

You define yourself by more than just a job title, and we want you to feel comfortable bringing your true self to work. We value your talents, your traditions and your take on the world  ?  everything that makes you unique. We’re working hard to advance diversity, equity and inclusion in our organization and our communities because we know that what makes us different makes us better.

We want you to feel a strong sense of belonging. We value and welcome your experiences, ideas and identity. Over 40 employee resource groups unite our people and help to develop our collective empathy through unfiltered conversations about race, ethnicity, gender, gender identity, sexual orientation, faith, disabilities, mental health and so much more.

“I can influence my income.”

You want to feel recognized at work. Your 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 be the equivalent of 15% of your annual 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

COVID-19 HIRING: Our recruiting and onboarding activities are virtual during the pandemic and we’ve transitioned to a work-from-home environment until further notice. We are offering generous work-from-home benefits to improve our associate’s ability to work remotely.

“I can be successful as a RP Relationship Consultant.”

As a RP Relationship Consultant in Capital Group's Retirement Plan Services Group, you will join a team focused on collaborating with financial advisors, Third Party Administrators (TPA’s) and Plan Sponsors to establish and maintain retirement plans, helping over 1 million Americans save towards their retirement goals. Your scope will include providing dedicated plan consultation and services for assigned, higher dollar American Funds proprietary retirement plans. You will conduct in-person presentations with clients and consult on complex technical questions and respond to plan design and prototype amendment inquiries.  To thrive in this role, you are comfortable evaluating plan participation, identifying gaps and making recommendations to increase participation.

 “I am the person Capital Group is looking for.” 

You have previous experience consulting with financial professionals and plan sponsors on product capabilities and enhancements resulting in increased plan efficiency, participation and retention. 

You are well versed in retirement plan design, terminology, regulations and procedures.  
You have an ASPPA designation. 
You thrive in team settings. You ask great questions, bounce ideas off of others and confidently share your perspective.

You are a skilled communicator. You place a high value on being authentic, respectful and engaging. You’ve facilitated a variety of successful meetings ranging in size, with diverse audiences.
You stay up to date on industry trends and best practices and maintain up to date knowledge of the external environment.

“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 our other opportunities and join our talent community.

“I can learn more about Capital Group.”

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our 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. More than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor, FairyGodBoss, DiversityJobs and Instagram.

Capital Group

Los Angeles, CA

Company Overview:

Founded in 1931, Capital Group is one of the world’s largest and most trusted investment management companies and home to the American Funds. We manage more than US$1.7 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers. 

OUR CORE BELIEFS

We believe a financial goal is more than a number to your clients.  It may represent a new home, a small business, a comfortable retirement or a college education. To help your clients go from dreaming to doing, we have four core beliefs that are central to their investing success.

 

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