What are the responsibilities and job description for the Financial Planner Trainee position at Retirement Security Centers?
About Us :
At Retirement Security Centers (RSC), we specialize in helping individuals plan for a secure and fulfilling retirement. Our mission is to ensure our clients never outlive their money, maintaining financial independence, economic freedom, and dignity. We achieve this through a collaborative approach, providing clear and personalized recommendations based on a deep understanding of each client's unique circumstances and the financial landscape. Our professional team is dedicated to guiding clients through the most important financial decisions of their lives.
Financial Planner Trainee Program
Are you passionate about helping others while building a successful career? Our 12–18-month Financial Planner Trainee Program is designed to equip you with the skills and knowledge needed to become a financial planner. The program is broken down into four phases, focusing on obtaining necessary licenses while benefiting from a strong mentorship program. You'll work closely with a team of Senior Financial Planners, gaining valuable insights and experience. We teach you what is needed to succeed as a planner with a defined career trajectory once you graduate from this program.
Responsibilities :
- Complete the CA Life and Disability Insurance exam (within the first 30 days).
- Pass the FINRA SIE, Series 7, and 66 exams (within the first eight months).
- Utilize financial planning, retirement, and investment software for client meetings.
- Schedule appointments with existing clients and manage meeting logistics.
- Support Senior Planners with applications and operational tasks.
- Assist individual financial planners with various projects.
About You :
Requirements :
Location : in-office , Sacramento, CA
Apply : Send your resume to Kelly Jordan at Kelly.jordan@RSCenters.com
