Broker Check

We are actively seeking a Financial Planner to join our team!

Unique, dynamic, fast-growing with open architecture.

As one of the largest financial planning firms in Sacramento, our current team of Planners has over 200 years of combined financial planning experience. We serve as a crucial partner for many clients in their sprint to retirement and years to follow. With our time-tested and proven financial planning-—EASE Process-—we readily prepare our clients for key milestones and their golden years to follow.

With a 40+ year distinguished 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 experience in financial services with broad-spectrum support, ongoing training, and proven
infrastructure-—making it the ideal home to many thriving, professional organizations like ours.

"Our #1 Focus Is To Help Our Clients Not Outlive Their Money In Retirement."

"Our #1 Focus Is To Help Our Clients Not Outlive Their Money In Retirement."

Watch this short video from Financial Planner and a six-year veteran with Retirement Security Centers, Travis Simas, CFP®, CRPC®  as he shares our approach to customizing the client experience.

Length: 1:28 minutes

Knowledge, Skills and Abilities

  • Minimum 2-3 years experience as a registered Financial Advisor, Financial Planner, Paraplanner, Investment Advisor, or similar securities-licensed role
  • 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
  • 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 with clients
  • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status
  • Fully licensed with the following: Series 7 and 66 (or 63 + 65 combination for Advisory, fee-based activity)
  • Clean FINRA record

Opportunities and Responsibilities

  • Open architecture to best serve your book of business with zero proprietary product pressure
  • Maintain book ownership - your clients, your relationships, your legacy
  • Acquire market access to a block of existing multi-fund customers (warm leads)
  • Participate in proactive mentorship through unified team structures and joint work
  • Work as part of a unified organization, brand identity, and company acumen sharing of best practices
  • 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
  • Provide comprehensive financial planning with a broad spectrum of fee-based, asset-based, and commission-based products and solutions to our clients.
  • Receive multi-departmental support, ongoing training, and expanded tech offerings provided by our broker-dealer, Lincoln Financial Advisors (LFA)


  • Medical insurance
  • Dental insurance
  • Vision insurance

Job Description & How to Apply

**CLICK HERE** to see the full job description for Financial Planner and becoming a member of our team today. We can help you create a vision of success in your financial planning career.

Apply for this position by emailing your resume to

Connect with us on LINKEDIN and stay up to date on our current openings! 

*Equal Opportunity Employer

Learn More About Our Focus & Our Values

Our Focus

Our Focus

Define your future.

We embrace the opportunity to assist those we serve by helping

them define their ideal future, especially in retirement.

Our Values

Our Values

It is our conviction that partnership begins with respect.

We are honored to serve our clients, our colleagues,

our strategic partners, and community.


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