Financial Planner

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Direct message the job poster from Retirement Security Centers

Sales Management | Financial Planning & Investing |Training & Coaching | Business Development

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.

The Role - Financial Planner:

We seek a knowledgeable, client-focused Financial Planner to join our growing team. This role offers flexibility for established planners and rising professionals: you may bring your book of business and receive compensation based on generated GDC, or opt for a salaried structure designed to support entrepreneurial-minded individuals as they grow their client base within the firm.

The ideal candidate will be passionate about guiding clients toward long-term financial security and retirement readiness. Youll work collaboratively with a team of advisors, support staff, and operational specialists to deliver customized financial planning solutions, manage client relationships, and uphold the high standards of care our clients expect.

Key Responsibilities:

• Deliver Comprehensive Financial Plans using RSCs EASE process (Envision, Analyze, Solutions, (re)Evaluate) to guide client conversations and recommendations.
• Conduct Client Meetings to assess goals, present strategies, and monitor progress.
• Utilize Redtail CRM to manage tasks, document client interactions, and track planning milestones.
• Implement Planning Strategies and ensure timely execution with support from internal teams.
• Maintain Compliance and Accuracy through proper documentation and adherence to regulatory guidelines.
• Collaborate with Advisors and Staff to deliver consistent, high-quality service across the client experience.
• Adjust Plans as Needed based on life changes, market conditions, or evolving client objectives.

About You:

• Client-focused, organized, and driven to help individuals achieve financial security.
• Value structure and are committed to following the EASE planning process .
• Comfortable using Redtail CRM and staying on top of details and deadlines.
• Work well both independently and as part of a team.
• Clear communicator and proactive problem-solver.
• Have an existing book of business or are growth-minded and ready to build with support.

Requirements:

• Bachelors degree in Finance, Business, Accounting, or related field
• CFP designation preferred (or actively pursuing certification)
• 4+ years of experience in financial planning or wealth management
• Familiarity with financial planning tools; Redtail CRM experience preferred
• Strong understanding of retirement planning, investments, and tax considerations
• Excellent written and verbal communication skills
• High attention to detail, organizational skills, and client service mindset
• FINRA Series 7 and 66 (or 65/63) and CA Insurance Life and Disability Licenses

Apply: Send your resume to Kelly Jordan at

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Finance, and General Business

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