Career Opportunities

Financial Planner Training Program

In most traditional professions like an attorney or doctor, one must attend a professional school, followed by years of interning or apprenticeship, and take licensing exams before they can legally practice. In the case of financial planning, there is no professional school required and there is no school we are aware of which can prepare you to establish a successful practice. The most common way to enter this business is to join a training program, be sponsored by an established financial services firm which will sponsor and direct you to pass industry exams, license and register you with the regulatory authorities and provide hands-on coaching.

Our Financial Planner Training Program is one way to get a start in the business. It may be perfect for you if you are successful in what you are engaged in right now, have a history of outstanding performance, have the right work habits, and you have made a conscious and informed decision to become a financial planner.

At Retirement Benefits Consulting®, we have developed an advanced training program designed to help an outstanding performer become a financial planner and rapidly build his/her practice, have control of their career and build revenue commensurate with one’s skills and self-worth.

In our very personalized, one-on-one coaching process we help you take all that makes you great and, using our methodology, channel it into a blossoming and rewarding professional practice you can retire from. All of our coaches are top performers in the firm with a minimum of 12 years of experience.

We help you get the necessary industry licenses and registrations, provide advanced sales training and guidance, teach you our system, hold your hand and coach you until you reach your new success goals.

This opportunity is not for everyone. Please do not apply unless you are an outstanding superstar. You must be highly motivated to succeed, be extremely client-oriented, self-driven, and never give up. You are sincere and authentic. You can develop deep meaningful rapport and move, touch, and inspire people. You can communicate with piercing persuasiveness. You are committed to developing a successful and lasting practice as a financial planner and are willing to undergo intense coaching and development to get there. You must be great on the phone and be awesome at getting appointments. Do not call unless you fit this bill.

Our training approach is highly personalized and effort-intensive; therefore, we can only train one entry-level person at a time. You can call us at (818) 668-8444 (ext. 111) to find out if a Financial Planner Trainee spot is open.

Before applying, please do your homework. Read this entire page again carefully. Do some research on our firm and our industry. After you are positively sure you are the best candidate for this opportunity, call (818) 668-8444 (ext. 111) to tell us why we should interview you.

If you have already been in the business for a while and are looking to advance your practice and skills, then you should consider becoming an RBC consultant!

Consultant positions are intended for seasoned professionals who have been in the financial services business for at least two years and have, at minimum, a FINRA Series 6 and 63 or/and California insurance license.

This may be for you if 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 clients you would generate more business?
• Does your broker-dealer fee you to death with no added value?

If you are an experienced professional, you may be able to generate better revenues with our unique complete comprehensive financial planning methodology, warm lead generation system and strong marketing support.

We do not do telemarketing. We do not annoy people with cold calls, spam or junk mail. Our best trained consultants are enabled to develop most of their new clients through referrals. At RBC, we develop all of our own prospects and opportunities from within using established relations, educational workshops, expos and trade shows.

Unlike traditional “product pushers” who are focused on selling, we focus on training consultants in a comprehensive, educational, 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. Many think of us as family and because of this, give us more referrals and more business. We are fiercely independent and are not owned by an insurance company or a wire-house. There are no proprietary or “preferred” products to push. No inventory. Our consultants are trained to use the most appropriate product or solution from an industry-wide choice of financial firms.

We don’t have an overly-bloated compliance bureaucracy to wrestle with. Our operations are lean, quick and efficient. Compliance decisions are made swiftly, fairly, and along open lines of communication. All record keeping, business processing and other administrative work is done by dedicated people, so that you can focus on your clients, not paperwork.

We train our consultants in the newest techniques, concepts, and tools that keep your clients financial plans up to date and 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 all of your existing clients right now. We have developed a “turn-key” process that can allow you to transition your business and clients to actually produce more income while you intensively train with Retirement Benefits Consulting. Over many years of helping financial advisors and insurance agents go independent, we have become experienced in this transition period.

To join at this level, at the very least you must be licensed with FINRA and/or DOI. We will sponsor and help fill any gaps in licensing or training. You must have a clean U-4, no client complaints, and be a person of integrity. You must be open-minded and coachable. You must be motivated to learn, work and succeed, have a professional attitude, demeanor and appearance. Most importantly, you must be unstoppable in your resolve to do what it takes to build a successful practice and reach your income goal.

Compensation:

As financial planners, all of our consultants earn their income from fees charged to clients, residuals, AUM fees, commissions, and trails. This makes it 100% PERFORMANCE-BASED COMPENSATION. No caps, no quotas, no limits (other than the ones you place on yourself). The better you apply the training and the resources we provide, the better job you do for your clients, the more money you will make. We will help you make and keep more money easier, faster and better, but we DO NOT pay hourly wages, draws or salaries.

If you are looking for a traditional boring salary or hourly employment, this is not it! We will not ask you to punch a clock, run errands or make you do our bidding. We will not control you. We don’t want to be your boss. Our role and course of business in a nutshell is to provide YOU with the training, support, environment and resources to become successful in developing a thriving financial planning practice. Your role and course of business is to help your clients create, grow, and protect their wealth and to reach their financial goals!

If you think you are 100% qualified to do business with us and you want to learn more, call us at (818) 668-8444 (ext. 111). Please, do not waste our time if you are anything less than superstar material. Until you are asked for one, we don’t care about a fancy resume printed on a parchment paper in a shiny folder. If you or your headhunter agent sends it to us, it is guaranteed to be crumpled up into a tight little ball and tossed across the room. Emailed inquiries will be ruthlessly deleted. A true superstar will always pick up the phone and call.