Senior Financial Planner

3 weeks ago

Sacramento, United States Retirement Security Centers Full time

Join 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 Planners to thrive We provide a plug-and-play model designed for success, where you'll leverage proven processes and receive qualified leads to drive your business forward. Say goodbye to corporate constraints and hello to limitless potential Here's why joining our team is the right move for you:

  • Don't Reinvent the Wheel: Leverage our proven process, EASE. Offload paperwork and applications to our internal Advisor Support department, allowing you to focus on what you do bestworking with clients Enjoy comprehensive marketing support, planning software, website, and technology, all handled for you. Youll quickly have the tools and resources to convey our story smoothly during prospecting meetings, ensuring a seamless and successful process. Join us and maximize your potential without the hassle of starting from scratch
  • Top-Three Planning Firm in Sacramento: With a reputation as one of the top-three planning firms in the Sacramento area, RSC provides a platform for you to build credibility and trust with clients. Joining our team means aligning yourself with excellence and setting yourself apart in the industry.
  • Collaborative Experience: At RSC, we believe in the power of collaboration. We foster an environment where ideas are shared freely and teamwork is valued. You won't find silos here instead, you'll be part of a supportive community where both clients and associates benefit from a collaborative approach to financial planning.

What You'll Do:

As a Financial Planner at RSC, you'll collaborate closely with clients to develop comprehensive financial plans tailored to their unique needs and goals. From investment and retirement planning to tax, risk, and estate planning, you'll provide strategic advice that empowers clients to achieve financial success. We are a process-driven, planning-led firm.

Your Responsibilities:

  • Meet with clients to assess their financial needs, goals, and risk tolerance.
  • Develop and implement comprehensive financial plans aligned with client objectives.
  • Provide advice on strategic investment management, retirement planning, tax, risk, and estate planning.
  • Monitor investment portfolios and stay updated on financial markets and tax laws.
  • Collaborate with accountants and attorneys to provide holistic financial solutions.
  • Educate clients on financial concepts and strategies to make informed decisions.
  • Build and maintain client relationships, delivering exceptional customer service.
  • Ensure compliance with regulatory requirements and maintain accurate records.

What You'll Bring:

  • An active S7, S66, and CA Insurance License (Or desire to quickly obtain)
  • A bachelor's degree in finance, accounting, economics, or a related field is ideal but not required.
  • Experience as a Financial Planner with a track record of success is a plus
  • Strong understanding of financial markets, tax laws, and investment strategies.
  • Excellent analytical, communication, and interpersonal skills.
  • Detail-oriented, organized, and able to manage multiple tasks.
  • Proficiency in financial planning software and tools.
  • Ethical conduct and commitment to client interests.

Ready to Take the Next Step?

If you're ready to take control of your financial planning career and join a dynamic team committed to your success, we want to hear from you Apply now, and let's explore the possibilities together.

Registered associates of Retirement Security Centers are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC), and registered investment advisorinsurance offered through Lincoln affiliates and other fine companies. Retirement Security Centers, LLC is not an affiliate of Lincoln Financial Advisors. Equal Opportunity Employer.

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