capgroup

Strategic Platform Consultant - Indiana & Chicago

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At a Glance

Location
Regional, United States
Employment
Full time
Posted
2026-03-01

Key Requirements

Domain Knowledge

  • Medical

Benefits & Perks

Health Insurance

igible for standard benefits package including paid time off, medical, denta

Requirements

CFP Designation

Series 7 & 63

Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $150-200K + applicable sales bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.

“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.

Compensation & Benefits

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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.

Responsibilities

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 Strategic Platform Consultant at Capital Group.”

As a Strategic Platform Consultant, you will be a key sales contributor responsible for educating, training, and motivating financial intermediaries to drive asset growth and retention for Capital Group. This role partners closely with internal stakeholders, applies a consultative and challenger-based sales approach, and leverages data, relationships, and strategic planning to deliver results across an assigned territory.

Territory:

Indiana & Chicago