Broker Check

Unique, dynamic, and fast-growing with open architecture.

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. As one of the largest financial planning firms in Sacramento, our current team of Planners has over 200 years of combined financial planning experience. 

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.

We are actively seeking the following client engagement positions to join our team!




  • Desire and willingness to work in a team advisor environment
  • Fully licensed with the following: Series 7 and 66 (or 63 + 65 combination for Advisory, fee-based activity), CA Life Insurance and Health Insurance licenses are required to be a registered advisor with Lincoln Financial
  • Clean FINRA record
  • Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status

Opportunities & Responsibilities:

  • Open architecture to best serve your book of business with zero proprietrary product pressure
  • Acquire market access to a block of existing 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
  • Receive multi-departmental support, ongoing training, and expanded tech offerings provided by our broker-dealer, Lincoln Financial Advisors (LFA)
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Full Job Description & How to Apply:

  • *CLICK HERE** to see the full job description for Financial Planner and the benefits of 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
  • *Equal Opportunity Employer

"We encourage, inspire, and promote each other."

"We encourage, inspire, and promote each other."

Listen to partner and Financial Planner Frank Cockrell, CFP®, CRPC®, AIF® share his experience working with the Retirement Security Centers team for over two decades.

Length: 2:16 minutes

"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

"Consider RSC as your next step and long-term career, home."

"Consider RSC as your next step and long-term career, home."

Hear Co-founder and CEO, Jeff Maas, CFP®, ChFC®, CRPC®, share his thoughts on the heartbeat of a great organization.   

Length: 2:02 minutes

Have a question regarding a career with RSC? 

Thank you!