Client Servicing Retirement Planner

1 day ago

Independence OH, United States Golden Reserve LLC Full time

At Golden Reserve , we know the roadblocks that financial advisors face. The feeling that unless you inherit a book or belong to the right country club, success is out of reach.
We're here to change that - not just for retirees, but for the Client Servicing Retirement Planners ( CSRP ) we hire. This role is unique because unlike most financial advisor positions, the primary function and responsibility of this person is not sales. A SCRP manages, updates and takes 100% ownership over every aspect of their client's retirement success.


Lead annual reviews , tax planning meetings , and ongoing strategy discussions
Deliver an unmatched client experience across investment, insurance, legal, and tax
Be the central relationship driver, supported by our in-house team of CPAs, attorneys , and client service professionals
We have built a model that removes the barriers most financial planners face:

Flat Fee - we do not charge a % AUM model based on client's assets under management - we charge the same flat fee for our client based on the services we provide
No product pushing - our model is built around education, planning, and transparency using a blend of equities and insurance products
Full-service support - with in-house legal, tax, and client service teams, you're not alone in delivering value and have many of our resources just down the hall


Salary + Uncapped Bonuses (Not Commission-Only)

Retirement Planner (2-4 years' experience): $100,000 - 125,000 starting salary
Health, dental, and vision insurance
Life insurance

Client Retention : You'll be meeting existing clients - your goal is to ensure that their retirement needs are met
World-Class Client Service : Commitment : We're not just hiring employees - we're building leaders who believe in a new way of planning

Fire Your Financial Advisor - Our CEO's Amazon Bestselling Book
If you're ready to be part of a company that's changing the future of retirement planning , apply today and join one of the fastest-growing firms in the Midwest.

3+ years of client-facing and servicing financial planning or advisor experience
Active Life & Health Insurance License
Strong planning skills, tax literacy, and a client-first mindset

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