Is TRC Financial hiring right now?

TRC Financial has no open roles listed as of October 23, 2026. Roles appear here as soon as they are posted on TRC Financial's careers site.

Where is TRC Financial headquartered?

TRC Financial is headquartered in United States and was founded in 2003.

Who leads TRC Financial?

Jim Roberson, Principal, is at the top of TRC Financial's org chart.

How do I apply for a job at TRC Financial?

Pick a role on TRC Financial's TheJobsMap page and select Apply. Every listing links to the original posting on TRC Financial's own careers site, so you apply directly with the employer.

TRC Financial jobs and careers

United States

As of October 23, 2026, TRC Financial has no open roles listed.

trcfinancial.com LinkedIn @trcfinancial

About TRC Financial

TRC Financial is an independent firm with experience in the use of life, disability, and long-term care insurance to help our clients protect wealth and preserve legacies. We protect entrepreneurs, executives, and affluent families. As a Member Firm of M Financial, we use over five decades of experience combined with unrivaled service & technology to bring unique life insurance, disability, long-term care, and benefit plan solutions to our clients and advisors. Our focus centers around proprietary plan design, product placement, and administration for life insurance, disability and long-term care insurance, executive benefit plans, and private placement insurance investment accounts. We are the oldest and most established firm of its type in Southern California. Our commitment to genuine personal relationships and a proactive response to client needs is central to our operating philosophy. We look to the future, confident that we are our clients’ most reliable source to the challenges faced in the protection, transfer, and accumulation of wealth. Securities offered through M Holdings Securities, Inc., a registered Broker/Dealer, member FINRA/SIPC. TRC Financial is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials and recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. CA Insurance License 0E14614 AR Insurance License 7843195

Founded in 2003 by Jim Roberson.

Financial Services Life Insurance

Founded: 2003
Employees: 1 to 10
Headquarters: United States

Leadership

The top of TRC Financial's org chart, with how many people report into each leader.

Jim Roberson

Principal

Jobs at TRC Financial

No open positions right now. Explore more companies on TheJobsMap.

TRC Financial jobs: common questions

Is TRC Financial hiring right now?: TRC Financial has no open roles listed as of October 23, 2026. Roles appear here as soon as they are posted on TRC Financial's careers site.
Where is TRC Financial headquartered?: TRC Financial is headquartered in United States and was founded in 2003.
Who leads TRC Financial?: Jim Roberson, Principal, is at the top of TRC Financial's org chart.
How do I apply for a job at TRC Financial?: Pick a role on TRC Financial's TheJobsMap page and select Apply. Every listing links to the original posting on TRC Financial's own careers site, so you apply directly with the employer.