Financial Planner Trainee
Retirement Security Centers, Sacramento, CA, United States
Company Description
Retirement Security Centers (RSC) is a process-driven financial planning firm based in Sacramento, California. RSC offers a holistic approach to financial planning through The EASE Process, which combines interactive software modeling, and a team focused on delivering a white-glove client service experience. The firm prioritizes helping clients define their true priorities, opportunities, and challenges, especially in retirement planning.
Role Description
This is a full-time, on-site role for a Financial Planner Trainee at Retirement Security Centers in Sacramento, CA. The Trainee will assist senior planners in day-to-day financial planning tasks and learn about personal financial planning, retirement planning, and finance.
Qualifications
- Financial Planning, Retirement Planning, and Finance skills
- Certified Financial Planner designation is a plus
- Willing to complete securities and insurance licensing (SIE, Series 7, Series 66, CA Life and Health)
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Bachelor's degree in finance, Economics, or related field preferred