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Retirement Plan Associate / Financial Advisor

Garcia Wealth Management Group

in Templeton CA

Garcia Wealth Management Group

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

How to Apply

Please send your resume and a cover letter to giselle@garciawealth.com.


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