Financial Planner Trainee

3 weeks ago


sacramento, United States Retirement Security Centers Full time

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



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