What are the responsibilities and job description for the Retirement Security Centers | Senior Financial Planner position at Retirement Security Centers?
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.
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 :
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 :
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.
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 advisor—insurance offered through Lincoln affiliates and other fine companies. Retirement Security Centers, LLC is not an affiliate of Lincoln Financial Advisors. Equal Opportunity Employer.
