FINANCIAL PLANNER, FINANCIAL ADVISOR,FINANCIAL CONSULTANT

FINANCIAL PLANNER

 

If you are an experienced registered rep or insurance agent, you should be able to make more per client with our advanced training, unique tools, qualified leads and strong marketing support....

Click here to email your resume.

 

At RETIREMENT BENEFITS CONSULTING, LLC we specialize in COMPREHENSIVE FINANCIAL PLANNING. 

 

We have developed an advanced training program designed for an experienced registered rep and/or insurance agent who wants to become a comprehensive financial planner and rapidly build his/her practice.

 

In our very personalized process we will explore your current practice, fill in the gaps in training, sponsor you for additional licensing, if necessary, provide advanced sales training and guidance and hold your hand until you reach your success goals.

 

We will help you take ownership of your practice, swiftly and seamlessly transfer your existing book of business, and recession-proof your career.

 

Our typical candidate is licensed with FINRA series 6 or 7 and, ideally, 65 or 66, as well as a California Life Agent’s license.  

 

We will also consider an unlicensed candidate with exceptional sales skills and experience who has made an informed decision to career-transition into Financial Planning.

 

Our approach is highly personalized and effort-intensive; therefore we can only train a few people at a time.  Currently we are looking to accept one candidate in our Tarzana Branch and two in Glendale.

 

Before applying please do your homework.  Do some research on the company; visit our website at http://www.rbcadvisors.com; and call up our vendors.

 

If you are an industry professional you know this is a 100% “commission” based business.  We will help you make and keep more of it easier, faster and better, but we don’t pay salaries.  If you have to ask, you are not ready for this yet. 

 

To apply please email your resume to corporate@rbcadvisors.com

Most proactive candidates would also pick up the phone and call (818) 668 8444 ext. 111

…or you can read on to what people in our marketing department wrote…

 

RETIREMENT BENEFITS CONSULTING, LLC is a group of professionals who are passionate about providing financial education, as well as providing financial services and consulting to the growing population interested in optimizing their financial futures.

Because of this, there are two sides to our business:

• Partnering with other professionals in companies that want to promote financial education for their clients and/or employees.

 

  • Municipal Governments

  • Public Non-Profit Organizations

  • School Districts

  • Community Colleges

  • Private Employers

 

• Consulting with individuals who are “financially literate” as a result of our on-going educational workshops and utilizing our unique strategies and products to create well-rounded investment plans for them.


We’re different….unlike traditional “product pushers” who are focused on selling, we specialize in training consultants in a comprehensive individual planning approach that creates deep and involved relationships with our clients.  This results in more satisfaction from clients that are very involved with us, think of us as family and because of this, more referrals and more business.

We train our consultants in new concepts and tools that help identify business that you may not have recognized under the older models. In fact, we can give you new reasons to go back to your old clients right now. We have developed a “turn-key” process that will allow you to transition your business and clients to actually produce more income while you intensively train with Retirement Benefits Consulting.  Since we are actively expanding and bringing new consultants on board, we have become expert in this transition period.

Utilizing one of our marketing tools, delivering financial seminars in partnership with other professionals, we have found a way to create large numbers of “financially literate” clients, who need to be serviced by our consultants. The demand is such that we are continually looking for financial advisors that want to be able to service more clients.

Are you are a motivated professional who has been in the financial services business for at least two years and has, at minimum, an FINRA Series 6 or 7, and 63 and Insurance License?

Do you feel you have reached a plateau in your professional development and income?

Do you feel if you were put in front of more qualified prospects you would write more business?

Are you tired of being nickeled-and-dimed by your broker-dealer?

Find out if you are qualified to work with us at Retirement Benefits Consulting as we expand our territories…

  We offer:  Multiple strong lead-generation engines Full marketing support Independence Own your own clients Tools to create new clients Tools to create investable assets for your clients Exceptional one-on-one training by top professionals to get you up to the level of a Retirement Benefits Consulting representative The choice of working out of your own office or our branch offices High pay-outs Have the opportunity to become a partner in the firm Special bonuses and incentives Health Insurance Credit Reimbursed E&O insurance, registration fees and licensing Unique financial tools and solutions that generate exceptional marketing opportunities Plus a special, high-touch relationship with a broker-dealer known for their ethics and rep-centric service, who cater to the type of business we do.

We deal in all areas of Financial Planning, including: Investments Insurance Retirement Planning Estate Planning Asset Protection Mortgages Tax Planning Asset Management

Our consultants offer well-rounded plans and, under our training and development, will make substantially more per client than in other companies. 

To apply please send or email your resume to: CORPORATE@RBCADVISORS.COM , 

Retirement Benefits Consulting, LLC.
Administrative Offices
Attn: Human Resources
18757 Burbank Blvd., Suite 127
Tarzana, CA 91356

http://www.rbcadvisors.com/

(800) 929-1722 Ext.111; (818) 668 8388 Fax

Click here to email your resume.

Securities are offered through Gold Coast Securities, Inc., Member FINRA/SIPC. Gold Coast Securities, Inc and Retirement Benefits Consulting, LLC are separate and unrelated companies.

 

Keywords: financial advisor,fa, account executive, financial consultant, investment consultant, broker, senior financial consultant, financial advisor in training, client advisor, senior financial advisor, discount broker, online trader, institutional financial advisor, investment executive, investment representative, registered broker, account coordinator, account executive, institutional sales, registered representative, vice president, investment trader, finance, sales, management, consulting, banker, banking, series 7, insurance, life insurance agent, teacher, stock broker, financial planner, equities, securities, owner, independent, series 6, series 63, mutual funds, investments, teaching, coaching, education, CPA, CFP, ce, accounting, mortgage broker, insurance specialist, finance manager, division manager, district manager, sales, sales manager, licensed representative. Generous commissions, incentives and bonuses.  Individuals seeking a salary no need to apply

Apr 08 ver.