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Working at Lucia Capital Group

Available Opportunities

Financial Advisor Assistant

The financial advisor assistant will be responsible for providing administrative and operational support to financial advisors in a fast-paced financial planning office. The ideal candidate might be someone who has earned his/ her securities licenses, has spent at least a few years in the industry supporting or building a book of business, and is looking to continue to advance his/her career.

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Financial Advisor

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.

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Investment advisor representatives of Lucia Capital Group, a registered investment advisor, are also registered representatives of, and offer securities through its affiliate, Lucia Securities, LLC, a registered broker/dealer, member FINRA/SIPC. Registration with the SEC does not imply a certain level of skill or training, Registered representatives of Lucia Capital Group only conduct business in the states where they are currently licensed.

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