Retirement Security Centers · 4 hours ago
Senior Financial Planner
Sacramento, CA
Full-time
Onsite
Senior LevelRetirement Security Centers is a leading financial planning firm in Sacramento, seeking a Senior Financial Planner who can take ownership of client relationships and deliver comprehensive financial plans. The role involves collaborating with an internal support team to manage operational details while focusing on client success and growth.
AdviceConsultingFinancial Services
Hiring Manager
Kelly Jordan
Responsibilities
Own your client relationships and deliver comprehensive plans that guide clients toward their financial goals
Partner with our internal support team to handle the operational, compliance, and application-heavy details, so you stay focused on what matters most: the client
Leverage our proven EASE process and firm-wide tools (including our robust AssetMark platform) to accelerate your success and scale your business
Work in a collaborative, team-driven environment where ideas are shared, growth is encouraged, and your success fuels the entire team’s momentum
Qualification
Required
You're licensed (S7, S66, CA Insurance) and deeply proficient in financial planning and retirement strategies
You're either a seasoned planner or a rising star with significant experience and an established client base
You thrive in a culture of collaboration—your best ideas often come from working together, not alone
You use financial-planning software, and believe the client experience is everything!
Company
Retirement Security Centers
Retirement Security Centers is a financial planning firm that helps in investment management, income tax planning and asset protection.
Founded in 2013
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jeff R. Maas, CFP®, ChFC®, CRPC®
Co-Founder & CEO
Briggs Matsko, CFP®, CRPC®
Co-Founder, Financial Planner & Consultant
Company data provided by crunchbase