(800) 644-1150

Financial Advisor

Position Description

Lucia Capital Group is seeking licensed financial advisors to become part of our growing teams in San Diego, Scottsdale, Las Vegas, and Houston.

Lucia Capital Group’s financial advisors are the primary point of contact for potential and existing clients. They are responsible for developing client relationships and delivering personalized advice to help clients reach their retirement goals. Financial advisors will build customized retirement plans as well as monitor client accounts on an ongoing basis.

Position Requirements

  • Financial services/insurance experience (including sales)
  • The following (current) licenses: Series 7, Series 65 or 66, and Life Insurance
  • Good attention to detail
  • Excellent customer service skills
  • Excellent verbal and written communication skills
  • Salesforce.com experience is a plus

If you have a strong desire to help clients retire with confidence, this could be your opportunity to set your career on the right track. To apply, please email careers@luciacap.com with a PDF copy of your cover letter and résumé.