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Garcia Wealth Management Group.Garcia Wealth Management Group.
  • Home
  • Our Firm
    • About Us
    • Our Philosophy
    • The Value of Independence
    • Our Team
    • Community Outreach
  • Services
    • Financial Planning
    • Employer Sponsored Plans
    • Endowments
  • Insights
    • Wealth Management Library
    • Market Commentary
    • Employer Sponsored Retirement Plan Library
  • Security
  • Contact
    • Contact Us
    • Careers

Careers

At Garcia Wealth Management Group we count ourselves lucky to work with the best customers and colleagues in the financial industry.

If you are interested in a career with a firm that:

    • is dedicated to offering the best in customer service with a client first mentality;
    • offers opportunities for learning and growth in the financial and retirement sector;
    • has a family atmosphere that believes in working hard and having fun together; and
    • is located in the heart of the historic financial district of Templeton Ca on the beautiful Central Coast of California;

Then please contact us regarding the positions listed below that we have available.

Retirement Plan Associate

Garcia Wealth Management Group is looking for a motivated and dynamic candidate with a growth mindset to fill our Retirement Plan Associate position. Ideal candidates will be interested in the field of finance, and demonstrate a sincere interest in retirement plan consulting, including a desire to learn the rigorous ERISA standards for qualified plans, and have a general understanding of financial markets, as well as a willingness to work closely with our retirement team, as well as participants, sponsors, and other vendors for retirement plans.

Garcia Wealth Management Group is a registered investment advisory firm located in the scenic town of Templeton on the central coast of California. Our firm is a leader in retirement plan advisory services and growing each year. We are looking for a candidate who wants to start their career in finance and learn from the best about how to provide top tier service and support for employer-sponsored retirement plans.

Primary Responsibilities Include:
  • Establish trusting relationships with clients and plan sponsors and work hard to understand their needs
  • Review task assignments for each client and work directly with team members to ensure follow-up and action items are completed within the specified time frame
  • Assist both Advisory and Recordkeeping team in retirement plan conversions
  • Utilize the software platforms established to assist in the management of retirement plans
  • Schedule all client reviews and retirement plan education meetings
    Help prepare for Retirement Committee meetings and Investment Reviews
  • Support advisor in participant education meetings
  • Respond to participant emails
  • Assist with the rollover process, communicate with custodian and clients to assist participants in moving their retirement assets
  • Manage, develop and maintain fiduciary files for qualified retirement plans.
  • Maintain client reporting systems, including generating reports, ensuring the system is up to date and accurate.
  • Support advisor with on-going monitoring of the plan(s) investment offerings
Qualifications:
  • Minimum Degree Required: Bachelor’s degree
  • Series 65, or a willingness to obtain the certification within 6 months of hire as a condition of continued employment
Skills and or Certifications Preferred:
  • Hold a NAPA or ASPPA designation specializing in Qualified Plans.
  • Bilingual in Spanish

© 2021 · Garcia Wealth Management Group  ·  A Registered Investment Advisor.

Garcia Wealth Management Group Inc, is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Garcia Wealth Management Group throughout this website has provided links to various other websites. While Garcia Wealth Management Group believes this information to be current and valuable to its clients, Garcia Wealth Management Group provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites.

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