Retirement Security Centers | Paraplanner

5 days ago

sacramento, United States Retirement Security Centers Full time

Join Us and Take Control of Your Financial Planning Career as a Para Planner

Overview: The Para Planner role at Retirement Security Centers (RSC) is a vital part of our financial planning team, providing essential support to Senior Financial Planners in preparing and implementing financial plans, conducting research, and ensuring high levels of client satisfaction. This position is ideal for individuals passionate about financial planning and eager to develop their skills and advance within the industry.

Key Responsibilities:

Financial Plan Preparation:

  • Assist in creating and updating comprehensive financial plans using Envision (Voyant) planning software.
  • Analyze client financial information to identify potential gaps and opportunities.

Client Interaction:

  • Prepare for and participate in client meetings, take notes, and handle follow-up tasks.
  • Schedule appointments and provide exceptional customer service.
  • Onboard clients, establish accounts, process transfers, and resolve NIGOs.

Research and Analysis:

  • Conduct research and gather information to draft/update the Envision plan.

Compliance and Administration:

  • Ensure compliance with RSC policies and regulatory requirements.
  • Maintain accurate client records and documentation.
  • Place security trades and rebalance accounts as directed.

Team Support:

  • Collaborate with Senior Financial Planners and team members.
  • Participate in team meetings and contribute ideas to improve processes.

Qualifications:

Education and Licensing:

  • Bachelor’s degree in finance, Accounting, Business, or a related field (or in the process of obtaining).
  • Securities licensing (Series 7, 66) and insurance licensing required.
  • Additional credentials (CFP, CRPC) encouraged.

Experience:

  • Previous experience in financial planning or a related field required.
  • Experience with financial planning tools and CRM software preferred.

Skills and Abilities:

  • Strong analytical and research skills.
  • Excellent communication skills.
  • Proficiency in financial planning software, preferably Voyant.
  • Ability to manage time effectively and prioritize tasks.
  • Commitment to RSC’s core values and exceptional client service.

Expectations:

  • Work closely with Senior Financial Planners to ensure smooth client interactions and processes.
  • Communicate clearly and set expectations from the outset.
  • Actively seek to enhance knowledge and skills.

We Offer:

  • Robust benefits package including Health, Dental, Vision, LTD & STD, Life Insurance, and a 401(k).
  • Paid Time Off (PTO).
  • Supportive and professional environment.
  • Tailored career path and training for professional development and growth.

Conclusion: The Para Planner role is a stepping stone to becoming a fully-fledged Financial Planner at RSC. This position offers a unique opportunity to gain hands-on experience, develop critical skills, and contribute to the success of our clients and our team.

Ready to take the next step in your financial planning career? Apply now and join a dynamic team committed to your success

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