Job Description

RETIREMENT SECURITY CENTERS (RSC) IS ONE OF THE LARGEST FINANCIAL PLANNING FIRMS IN SACRAMENTO. OUR CURRENT TEAM OF PLANNERS HAS OVER 200 YEARS OF COMBINED FINANCIAL PLANNING EXPERIENCE! AS A UNIFIED TEAM, WE LEVERAGE SHARED VALUES TO WORK TOWARDS SHARED GOALS. EVERYONE WILL BRING THEIR OWN UNIQUE STYLE TO THE CLIENT RELATIONSHIP. FOLLOWING OUR CONSISTENT PROCESS (EASE) AND SUPPORTING THE GROWTH OF OUR BRAND IS KEY FOR THE ENTIRE TEAM AT RSC. OUR CLIENT-CENTRIC APPROACH PUTS THE GOALS AND SUCCESS OF OUR CLIENTS AT THE FOREFRONT. WHEN OUR CLIENTS SUCCEED, WE AS INDIVIDUAL ADVISORS AND AS THE RSC TEAM, FIND SUCCESS AS WELL.

RSC IS ALSO DISTINGUISHED BY OUR 40+ YEARS RELATIONSHIP WITH OUR BROKER-DEALER (BD), LINCOLN FINANCIAL ADVISORS (LFA). AS OUR BD PARTNER, LFA IS ONE OF THE RENOWNED NAMES IN THE FINANCIAL SERVICES INDUSTRY AND IS REGULARLY NAMED AMONG THE TOP INDEPENDENT BROKER DEALERS. CUMULATIVELY, LINCOLN FINANCIAL COMPANIES HAVE OVER 115 YEARS OF FINANCIAL SERVICES EXPERIENCE WITH BROAD-SPECTRUM SUPPORT, ONGOING TRAINING, AND PROVEN INFRASTRUCTURE—MAKING IT THE IDEAL HOME TO MANY THRIVING, PROFESSIONAL ORGANIZATIONS LIKE OUR OWN.

THE BENEFITS OF WORKING WITH RSC:  OPEN ARCHITECTURE TO BEST SERVE YOUR BOOK (ZERO PROPRIETARY PRODUCT PRESSURE)  BOOK OWNERSHIP—THEY ARE YOUR CLIENTS, YOUR RELATIONSHIPS, YOUR LEGACY (NOT CAPTIVE)  MARKET ACCESS TO A BLOCK OF EXISTING MULTI-FUND CUSTOMERS (WARM LEADS)  PROACTIVE MENTORSHIP THROUGH UNIFIED TEAM STRUCTURES AND JOINT WORK  NO CEILING TO YOUR EARNING POTENTIAL WITH COMPETITIVE GRID RATES  ACCESS TO AND TRAINING ON OUR PROPRIETARY EASE PROCESS AND INTERACTIVE AND INTUITIVE FINANCIAL PLANNING SOFTWARE  AS A COMPREHENSIVE FINANCIAL PLANNING FIRM, WE PROVIDE A BROAD SPECTRUM OF FEE-BASED, ASSET- BASED, AND COMMISSION-BASED PRODUCTS/SOLUTIONS TO OUR CLIENTS  MULTI-DEPARTMENTAL SUPPORT, ONGOING TRAINING, AND EXPANDED TECH OFFERINGS PROVIDED BY THE BROKER-DEALER, LINCOLN FINANCIAL ADVISORS (LFA) SKILLS AND PREFERRED REQUIREMENTS:  A MINIMUM OF 2-3 YEARS’ EXPERIENCE AS A REGISTERED FINANCIAL ADVISOR, FINANCIAL PLANNER, PARAPLANNER, INVESTMENT ADVISOR, OR SIMILAR SECURITIES-LICENSED ROLE (LICENSED BANKER, ETC.)  MUST BE FULLY LICENSED WITH THE FOLLOWING: SERIES 7 AND 66 (OR 63 + 65 COMBINATION FOR ADVISORY, FEE-BASED ACTIVITY), LIFE INSURANCE AND HEALTH INSURANCE  CA LIFE AND HEALTH INSURANCE LICENSES ARE REQUIRED TO BE A REGISTERED SELLING ADVISOR WITH LINCOLN FINANCIAL  SOLID INTEGRITY, CONSISTENT WORK ETHIC, SELF-DISCIPLINE, A HEALTHY ATTITUDE, ENTREPRENEURIAL SPIRIT, AND A GROWTH MINDSET TO BE AN INDEPENDENT BUSINESS OWNER  AS A MEMBER OF THE RSC TEAM, THIS PERSON MUST BE WILLING TO WORK AS PART OF A UNIFIED ORGANIZATION, BRAND IDENTITY, COMPANY ACUMEN (I.E., EASE PROCESS) SHARING OF BEST PRACTICES, AND OCCASIONALLY DOING JOINT WORK WITH LESS EXPERIENCED TEAM MEMBERS.  A PROVEN TRACK RECORD EDUCATING AND ADVISING CLIENTS ON VARIOUS INVESTMENT PHILOSOPHIES, STRATEGIES, AND EXECUTION  STRONG ATTENTION TO DETAIL, SKILLS IN CRITICAL ANALYSIS AND COMMUNICATION/PRESENTATION WITH CLIENTS  LEGALLY AUTHORIZED TO WORK IN THE U.S. AND DOES NOT NOW OR IN THE FUTURE REQUIRE SPONSORSHIP FOR VISA STATUS.  CLEAN FINRA RECORD 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. EQUAL OPPORTUNITY EMPLOYER CRN-4778353-060722

Company Description

Retirement Security Centers (RSC), is one of the largest financial planning firms in Sacramento. Our current team of Planners has over 200 years of combined financial planning experience! Unique, dynamic, and fast-growing—RSC serves as a crucial partner for many clients in their sprint to retirement (accumulation) and the years to follow (distribution). With our time-tested and proven financial planning—EASE Process—we readily prepare our clients for key milestones and their golden years to follow. Experienced Financial Professionals that join RSC benefit in leveraging our processes and procedures to make their business efficient and successful. RSC is an established team of professionals that work collaboratively to share their knowledge and wisdom with each other and create a one-of-a-kind experience for their clients. RSC is also distinguished by our 40+ years relationship with our broker-dealer (BD), Lincoln Financial Advisors (LFA). As our BD partner, LFA is one of the renowned names in the Financial Services Industry and is regularly named among the top Independent BDs. Cumulatively, Lincoln Financial companies have over 115 years of financial services experience with broad-spectrum support, ongoing training, and proven infrastructure—making it the ideal home to many thriving, professional organizations like our own.