Job Description

LINCOLN FINANCIAL ADVISORS (LFA) IS ONE OF THE RENOWNED NAMES IN THE FINANCIAL SERVICES INDUSTRY. Within its over-arching umbrella exist many thriving, professional teams. Our company, RETIREMENT SECURITY CENTERS (RSC), is one of the largest financial planning firms in Sacramento! Unique, dynamic, and fast-growing, RSC stands in the gap for many clients in the sprint to retirement (accumulation) and after (distribution). With our time-tested and proven EASE Process, RSC readily prepares its clients for their golden years. If you have considered the vast benefits of joining an established team, getting immediate market access, gleaning from the wisdom of others while sharpening your own skills, then RSC could be the opportunity you've been waiting for!

Combine our years of experience, proactive mentorship mindset, and a fantastic family-like culture, RSC is a premier team within a top-tier organization. Join a group of professionals that collaborates, engages in joint work, all while supporting each other as each individual grows with unity in mind. You might be doing great on your own but are you ready to do even better in a unified group?

THE BENEFITS OF WORKING WITH RSC:

• There’s a variety of different ways to join our team--with competitively high payout rates and compensation package depending on experience and organizational fit. If you're the team member we're looking for then we will make it work!
• We work with our clients through our EASE process which is diagnostic in nature and helps you meet fiduciary standards under DOL and Reg BI. Our firm is process-driven, client-centric, supported by the vast resources and open architecture of Lincoln Financial Advisors
• Interactive and intuitive retirement and financial planning software that takes a conversation with clients to a whole new level
• We can provide fee-based, asset-based, and commission-based products and solutions to our clients--unlike many broker-dealers
• Presentation tools, financial planning templates, and illustrations
• Use of Junior Planners, Para Planners, and Marketing Assistants to provide meeting prep and marketing support provided by Lincoln Financial Advisors
• Substantial coaching, training resources, consistently updated tech offerings, and proactive mentorship
• Opportunity to create personal and meaningful relationships with clients while implementing a proven service model to provide the best-interest solutions that appropriately support their financial goals
• Regular recognition is provided to you when you achieve or exceed program standards

OUR REQUIREMENTS:

• 1+ years of experience as a Financial Advisor, Financial Planner, Paraplanner or Investment Advisor, or similar securities licensed-role (Banker, etc.)
  • Must have a combination of Securities licenses: Series 7 and 66 (or 63 and 65 combo for Advisory, fee-based activity)
• Knowledge of securities solutions as it pertains to the needs and benefits of their customers/clients
• Advise clients on investment strategies and other financial decisions
• Assess clients' assets, liabilities, and overall financial conditions
• Prepare presentations that recommend various financial products
• The ability to make outbound calls to prospective clients as well as outbound calls to engage existing customers, relationship building, to continually understand their financial needs
• Strong attention to detail and skills in critical analysis
• Review and communicate portfolio performances to clients
• Fantastic customer service, proactive efforts in serving clients and addressing their concerns
• Solid integrity, faithful work ethic, self-discipline, a healthy attitude, and a growth mindset to be an independent business owner
• Excellent written and verbal communication skills
• Insurance licenses preferable but not required
• Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.

NEXT STEPS:

• Simply follow the ZipRecruiter steps to apply for the role.
• IF YOU WOULD LIKE TO STAND OUT FOR THE ROLE, PLEASE CALL MY REMOTE LINE (949) 229-5150 AND LEAVE A VOICEMAIL MESSAGE UP ABOUT A MINUTE LONG explaining what experience you have that has prepared you to be successful in this role--along with your name and contact information.

The planners of RSC are registered representatives of Lincoln Financial Advisors, which provides support and services from a 115-year-old firm. See our website at: www.retirementsecuritycenters.com/ and LinkedIn profile: https://www.linkedin.com/company/retirement-security-centers/. For a picture of our company focus check out our “Retirement is a New Dawn” video.

Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Retirement Security Centers is not an affiliate of Lincoln Financial Advisors Corp. CRN3115176-060520

Company Description

Lincoln Financial is among the top 200 companies on the Fortune 500 list with thousands of thriving financial professionals nationwide. As its namesake suggests, Lincoln upholds a high standard of integrity, social responsibility, client success, and professional support. Not only has the company stood the test of time proving its longevity and fortitude for over 115 years, but it is also regularly making the optimal choices to be around for the next century as well. If you’re looking for a company that is competent and caring, look no further—welcome to Lincoln Financial Advisors.