Retirement Plan Specialist
- Pay
- $80,098 – $128,157 per year
- Location
- Los Angeles, CA · On-site
- Job type
- Full-time
- Level
- Senior
- Education
- Bachelor's degree
- Listed
- 5 days ago
Skills & highlights for this role
- Intermediate knowledge of retirement solutions
- Intermediate knowledge of the mutual fund industry
- Responding to retirement plan sales and service calls and emails
- Plan analysis, guidance, proposals, and plan illustrations
- Accomplished communicator with diverse populations
- Team player
- Securities Industry Essentials (SIE) registration or equivalent
- Series 7 registration or equivalent
- Series 66 registration or equivalent
Also useful
- Proactive marketing of retirement plan solutions
- Intellectual curiosity
- Sound judgment
About the role
"I can be myself at work."
You 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 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 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 Retirement Plan Specialist at Capital Group"
As a Retirement Plan Specialist, you'll play a critical role in providing sales and technical support for our clients. Your scope will include responding to retirement plan sales and service calls and emails including plan analysis, guidance, proposals, and plan illustrations. You'll collaborate with financial advisors and internal associates to recommend retirement solutions as well as respond to plan-related questions. You'll help drive additional sales opportunities by proactively marketing our retirement plan solutions to our customers.
"I am the person Capital Group is looking for."
- You have intermediate knowledge of retirement solutions and the mutual fund industry.
- You have a bachelor's degree in a related field or equivalent work experience.
- You are an accomplished communicator across diverse populations of associates and external clients.
- You build strong working relationships and are a team player.
- You are organized and thrive in a fast-paced, dynamic work environment.
- You demonstrate intellectual curiosity, proactively share ideas with others, and possess sound judgement.
- Required registrations: You must have or obtain the Securities Industry Essentials (SIE), Series 7, and Series 66 registrations or equivalent.
"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 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.
Los Angeles Base Salary Range: $80,098-$128,157
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 the United States are excluded from the above mentioned compensation and benefit plans.
Equal opportunity and legal notices
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.
From Capgroup's careers page, first listed on Rolev.ai on November 8, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Retirement Plan Specialist role at Capgroup, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
See how you fit
Openings from employer career sites are ranked against your whole resume—and searchable inside Claude, ChatGPT, and Cursor via Rolev.ai MCP.
Tailor without inventing
Every change to your resume is checked against your original. New experience goes in only with your yes—zero fabricated claims.
Draft the full kit
Tailored and Full Match resumes, role-specific cover letters, and answers to employer screening questions are prepared in seconds.
1-Click Extension Autofill
The Chrome extension fills the employer's Greenhouse, Workday, Lever, or Ashby form in 1 click. You review it and press Submit.
Common questions
What is the salary for the Retirement Plan Specialist role at Capgroup?
The Retirement Plan Specialist posting at Capgroup states compensation of $80,098 – $128,157 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on Capgroup's official career site.
Where is the Retirement Plan Specialist job at Capgroup located?
This Retirement Plan Specialist position at Capgroup is located in Los Angeles, CA (On-site). Always check Capgroup's application page for specific state eligibility or relocation policies.
What qualifications are required for Retirement Plan Specialist at Capgroup?
For the Retirement Plan Specialist role, Capgroup highlights a bachelor's degree; experience with Intermediate knowledge of retirement solutions, Intermediate knowledge of the mutual fund industry, Responding to retirement plan sales and service calls and emails, Plan analysis, guidance, proposals, and plan illustrations, Accomplished communicator with diverse populations, Team player. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Retirement Plan Specialist position at Capgroup?
This listing links directly to Capgroup's Workday application page. You can apply directly on Capgroup's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.