Financial Planner Trainee
3 days ago
Company Description
Retirement Security Centers (RSC) is a process-driven financial planning firm based in Sacramento, California. RSC offers a holistic approach to financial planning through The EASE Process, which combines interactive software modeling, and a team focused on delivering a white-glove client service experience. The firm prioritizes helping clients define their true priorities, opportunities, and challenges, especially in retirement planning.
Role Description
This is a full-time, on-site role for a Financial Planner Trainee at Retirement Security Centers in Sacramento, CA. The Trainee will assist senior planners in day-to-day financial planning tasks and learn about personal financial planning, retirement planning, and finance.
Qualifications
- Financial Planning, Retirement Planning, and Finance skills
- Certified Financial Planner designation is a plus
- Willing to complete securities and insurance licensing (SIE, Series 7, Series 66, CA Life and Health)
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Bachelor's degree in finance, Economics, or related field preferred
-
Financial Planner Trainee
3 days ago
sacramento, United States Retirement Security Centers Full timeCompany DescriptionRetirement Security Centers (RSC) is a process-driven financial planning firm based in Sacramento, California. RSC offers a holistic approach to financial planning through The EASE Process, which combines interactive software modeling, and a team focused on delivering a white-glove client service experience. The firm prioritizes helping...
-
Financial Planner Trainee
3 days ago
sacramento, United States Retirement Security Centers Full timeCompany DescriptionRetirement Security Centers (RSC) is a process-driven financial planning firm based in Sacramento, California. RSC offers a holistic approach to financial planning through The EASE Process, which combines interactive software modeling, and a team focused on delivering a white-glove client service experience. The firm prioritizes helping...
-
Senior Financial Planner
3 weeks ago
Sacramento, California, United States Retirement Security Centers Full timeUnlock Your Financial Potential with Retirement Security CentersAre you a motivated and results-driven Financial Planner looking to take your career to the next level? Do you want to work with a reputable and innovative company that empowers its professionals to thrive? If so, we invite you to consider an exciting opportunity to join our team as a Financial...
-
Senior Financial Planner
4 weeks ago
Sacramento, California, United States Retirement Security Centers Full timeUnlock Your Financial Potential with Retirement Security CentersAre you ready to take control of your financial future? As a Financial Planner at Retirement Security Centers, you'll have the opportunity to work with clients to develop comprehensive financial plans tailored to their unique needs and goals.Why Choose Us?We provide a supportive environment...
-
Senior Financial Planner
1 month ago
sacramento, United States Retirement Security Centers Full timeJoin Us and Take Control of Your Financial Planning Career!Are you tired of feeling lost and unable to control your future? Are you ready to take ownership as a successful business owner? If so, Retirement Security Centers (RSC) invites you to consider an exciting opportunity to join our team as a Financial Planner.Why Choose RSC?At RSC, we empower our...
-
Senior Financial Planner
5 months ago
Sacramento, United States Retirement Security Centers Full timeJoin Us and Take Control of Your Financial Planning Career!Are you tired of feeling lost and unable to control your future? Are you ready to take ownership as a successful business owner? If so, Retirement Security Centers (RSC) invites you to consider an exciting opportunity to join our team as a Financial Planner.Why Choose RSC?At RSC, we empower our...
-
Senior Financial Planner
5 days ago
sacramento, United States Retirement Security Centers Full timeJoin Us and Take Control of Your Financial Planning Career!Are you tired of feeling lost and unable to control your future? Are you ready to take ownership as a successful business owner? If so, Retirement Security Centers (RSC) invites you to consider an exciting opportunity to join our team as a Financial Planner.Why Choose RSC?At RSC, we empower our...
-
Senior Financial Planner
4 weeks ago
Sacramento, United States Retirement Security Centers Full timeJoin Us and Take Control of Your Financial Planning Career!Are you tired of feeling lost and unable to control your future? Are you ready to take ownership as a successful business owner? If so, Retirement Security Centers (RSC) invites you to consider an exciting opportunity to join our team as a Financial Planner.Why Choose RSC?At RSC, we empower our...
-
Financial Professional Trainee
3 weeks ago
Sacramento, California, United States Mutual of Omaha Full timeFinancial Representative Trainee OpportunityJoin our team of dedicated professionals at Mutual of Omaha as a Financial Representative Trainee. This comprehensive program is designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.As a Financial Representative Trainee, you will participate in a...
-
Financial Representative Trainee
3 weeks ago
Sacramento, California, United States Mutual of Omaha Full timeFinancial Representative Trainee OpportunityAre you looking for a challenging and rewarding career in the financial services industry? We are seeking a highly motivated and results-driven Financial Representative Trainee to join our team.Key Responsibilities:Participate in a comprehensive training program to develop skills and competencies in selling...
-
Financial Representative Trainee
1 month ago
Sacramento, California, United States Mutual of Omaha Full timeJoin Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our team, you will be responsible for developing the skills and competencies necessary to excel in selling Individual Insurance products.Key Responsibilities:Participate...
-
Financial Representative Trainee
1 month ago
Sacramento, California, United States Mutual of Omaha Full timeFinancial Representative Trainee OpportunityJoin Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferA competitive hourly wage of $16/hour for up to 30 daysPromotion to a Financial...
-
Financial Representative Trainee
3 weeks ago
Sacramento, California, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha, a leading insurance company, as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We OfferA competitive hourly wage of $16/hour for up...
-
Financial Representative Trainee
3 weeks ago
Sacramento, California, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeAt Mutual of Omaha, we're committed to helping you achieve your career goals. As a Financial Representative Trainee, you'll embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.What We Offer:A competitive...
-
Financial Representative Trainee
3 weeks ago
Sacramento, California, United States Mutual of Omaha Full timeJoin Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to promote our life insurance products to clients.Key...
-
Financial Solutions Advisor Trainee
1 month ago
Sacramento, California, United States Bank of America Full timeJoin Our Team as a Financial Solutions Advisor TraineeWe are seeking a highly motivated and detail-oriented Financial Solutions Advisor Trainee to join our team at Bank of America. As a Financial Solutions Advisor Trainee, you will be responsible for providing exceptional customer service and building strong relationships with clients.About the RoleThis is...
-
Financial Representative Trainee Position
3 weeks ago
Sacramento, California, United States Mutual of Omaha Full timeJob Title: Financial Representative TraineeAt Mutual of Omaha, we're committed to helping our customers achieve their financial goals. As a Financial Representative Trainee, you'll play a key role in delivering exceptional customer experiences and driving business growth.About the Role:We're seeking a highly motivated and results-driven individual to join...
-
Financial Representative Trainee
4 weeks ago
Sacramento, California, United States Mutual of Omaha Full timeJoin Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to meet and exceed sales targets.Key Responsibilities:Participate in a...
-
Financial Representative Trainee
3 weeks ago
Sacramento, California, United States Mutual of Omaha Full timeJoin Our Team as a Financial Representative TraineeWe are seeking a highly motivated and results-driven individual to join our team as a Financial Representative Trainee. As a key member of our sales team, you will be responsible for developing and implementing sales strategies to drive business growth and revenue.Key Responsibilities:Participate in a...
-
Financial Professional Trainee
1 month ago
Sacramento, California, United States Mutual of Omaha Full timeUnlock Your Potential as a Financial Representative TraineeJoin Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience...