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8880 Cal Center Drive, Suite 220, Sacramento, CA 95826

(800) 655-2323
info@RSCenters.com
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Join Our Team

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. 

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

Financial Planner

Financial Planner

Qualifications:

  • Clean FINRA record with active S7, S66, and CA Insurance License
  • Bachelor's degree in finance, accounting, economics, or a related field
  • Certified Financial Planner (CFP) designation, working towards the designation or other relevant certifications is a plus, but not required
  • Proven experience as a Financial Planner with a track record of successfully developing and implementing comprehensive financial plans

Opportunities & Responsibilities:

  • Meet with clients to assess their financial needs, goals, and risk tolerance
  • Provide strategic advice on investment management, retirement planning, tax reduction strategies, risk management, and estate planning strategies
  • Monitor and review clients' investment portfolios, adjusting as needed
  • Educate clients on various financial concepts and strategies to help them make informed decisions
  • Build and maintain client relationships, providing exceptional customer service and confidentiality

*CLICK HERE* to see the full job description for Financial Planner and how we can help you create a vision of success in your financial planning career!

Have a question regarding a career with RSC? We'd love to hear from you!

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The RSC Experience

"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

Lincoln Financial Advisors is now Osaic Wealth. Any reference to Lincoln Financial on this piece should be disregarded.

"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

Lincoln Financial Advisors is now Osaic Wealth. Any reference to Lincoln Financial on this piece should be disregarded.

"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

Lincoln Financial Advisors is now Osaic Wealth. Any reference to Lincoln Financial on this piece should be disregarded.