Senior Retirement Financial Advisor

2 weeks ago


Akron, Ohio, United States Golden Reserve LLC Full time
Join Our Team of Financial Retirement Specialists

At Golden Reserve LLC, we're on a mission to revolutionize the financial industry for retirees and senior-level financial planners alike. We're not just looking for anyone - we're seeking experienced professionals who share our passion for delivering exceptional results and building long-term relationships with our clients.

What We Offer:

  • A competitive base salary of $150,000, plus uncapped production and bonus incentives
  • A generous time-off policy, health insurance, dental insurance, 401(k), and life insurance
  • Access to a vast network of leads from our TV and radio shows, digital programs, and seminars
  • A unique model that combines legal, tax, and finance expertise under one roof, at a flat-fee package cost

What We're Looking For:

  • Five years or more of client-facing financial services experience, with a proven track record of closing new business
  • State life and health insurance licenses
  • FINRA Series 65 registration, or equivalent licensing
  • A blue-collar mindset with a strong sense of accountability, ownership, problem-solving, and toughness

Why Choose Golden Reserve?

We're one of the fastest-growing companies in the Midwest, with over 20 offices and a reputation for innovation in the financial services industry. Our CEO's Amazon bestselling book, Fire Your Financial Advisor, has sparked a movement towards a more transparent and client-centric approach to financial planning. If you're looking for a challenging and rewarding career that aligns with our mission, we encourage you to explore our application process and send over your resume.

Learn more about our unique approach to financial services and the benefits of joining our team by visiting our website or checking out our TV and radio shows, The Expedition Retirement Show.



  • Akron, Ohio, United States Golden Reserve LLC Full time

    {"title": "Join Our Team as a Senior Retirement Financial Planner", "description": "Transforming the Financial Industry for RetireesAt Golden Reserve LLC, we're revolutionizing the way financial services are delivered to retirees. We're seeking an experienced Senior Retirement Financial Planner to join our team and help us achieve our mission.As a Senior...


  • Akron, Ohio, United States Golden Reserve LLC Full time

    {"h1": "Senior Retirement Financial Planner Job Description", "p": "At Golden Reserve LLC, we're looking for a skilled Senior Retirement Financial Planner to join our team. As a Senior Retirement Financial Planner, you'll be responsible for converting leads into clients and providing excellent customer service to our existing clients. We're a unique company...


  • Akron, Ohio, United States Golden Reserve LLC Full time

    {"h1": "Join Our Team of Senior Retirement Planners at Golden Reserve LLC", "p": "At Golden Reserve LLC, we're on a mission to revolutionize the financial industry for retirees and our Senior Retirement Planners. We believe that everyone deserves a secure and fulfilling retirement, and we're committed to making that a reality. As a Senior Retirement Planner...


  • Akron, Ohio, United States Golden Reserve LLC Full time

    Unlock Your Potential as a Senior Retirement Financial PlannerAt Golden Reserve LLC, we're on a mission to revolutionize the financial industry for retirees and our Senior Retirement Planners. We're not just looking for someone with a big book of business or a strong network - we're looking for individuals who share our passion for changing the game.We...


  • Akron, Ohio, United States Golden Reserve LLC Full time

    Golden Reserve LLC is seeking a highly skilled Senior Retirement Financial Planner to join our team. As a senior-level financial retirement planner, you will be responsible for converting leads into clients and providing exceptional customer service to our existing clients.Key Responsibilities:Convert leads into clients through effective communication and...


  • Akron, Ohio, United States Golden Reserve LLC Full time

    Golden Reserve LLC: A New Era in Financial ServicesAt Golden Reserve LLC, we're revolutionizing the financial industry for retirees and senior-level financial planners alike. Our unique approach combines legal, tax, and finance expertise under one roof, offering a flat-fee package that eliminates the need for AUM. This innovative model has propelled us to...


  • Akron, Ohio, United States Golden Reserve LLC Full time

    Job OpportunityGolden Reserve LLC is seeking a skilled Senior Retirement Financial Planner to join our team. As a key member of our organization, you will be responsible for delivering exceptional customer service to our existing clients and converting leads into successful cases.We are committed to providing a unique and innovative approach to financial...


  • Akron, Ohio, United States Valmark Financial Group Full time

    Job OverviewValmark Financial Group is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will play a critical role in assisting senior team members and Member Office financial professionals with financial planning cases and research.Key ResponsibilitiesManage the financial planning queue by analyzing client facts, modeling...

  • Financial Planner

    3 weeks ago


    Akron, Ohio, United States Valmark Financial Group Full time

    Job SummaryThe Financial Planning Team at Valmark Financial Group is seeking a highly skilled and detail-oriented individual to join our team as a Financial Planner. In this role, you will be responsible for assisting senior team members and Member Office financial professionals with the day-to-day workflow of financial planning cases and research.Key...


  • Akron, Ohio, United States Valmark Financial Group Full time

    Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Valmark Financial Group. As a key member of our Financial Planning Team, you will play a critical role in assisting senior team members and Member Office financial professionals with the day-to-day workflow of financial planning cases and research.Key...

  • Financial Planner

    3 weeks ago


    Akron, Ohio, United States Valmark Financial Group Full time

    Job SummaryValmark Financial Group is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will play a critical role in assisting senior team members and Member Office financial professionals with financial planning cases and research.Key ResponsibilitiesManage the financial planning queue by analyzing client facts, modeling cash...


  • Akron, Ohio, United States Bank of America Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experienced financial advisors and wealth management professionals help clients pursue their financial goals through personalized advice and guidance.We believe in...


  • Akron, Ohio, United States Prudential Financial Full time

    Prudential Financial is seeking a seasoned financial professional to join their team in the Akron area. This exciting opportunity will allow you to leverage your expertise to grow your career and business, while helping individuals and families achieve their financial goals. Key benefits of this role include:Service existing clients and build a strong client...


  • Akron, Ohio, United States Bank of America Full time

    Job Title: Merrill Financial Solutions AdvisorJob Summary:We are seeking a highly motivated and detail-oriented Merrill Financial Solutions Advisor to join our team. As a Merrill Financial Solutions Advisor, you will be responsible for working with high-net worth clients in a Merrill branch, identifying their needs, developing relationships, reviewing...


  • Akron, Ohio, United States Prudential Financial Full time

    Unlock Your Potential as a Financial ProfessionalAt Prudential Advisors, we're committed to helping individuals achieve their financial goals. As a Financial Professional, you'll play a key role in helping clients navigate the complexities of financial planning and investment management.Key Responsibilities:Develop and maintain relationships with clients to...


  • Akron, Ohio, United States Creative Financial Staffing Full time

    About the Company:Creative Financial Staffing is a leading provider of financial staffing solutions. We have a long history of delivering high-quality candidates to our clients.Job Summary:We are seeking a Senior Accountant to join our team. The successful candidate will be responsible for reviewing and updating financial records, reconciling and preparing...


  • Akron, Ohio, United States Creative Financial Staffing Full time

    About the CompanyCreative Financial Staffing is seeking a highly skilled Senior Accountant to join their team. This experienced CPA firm is looking to expand their team and is offering a great opportunity for a professional looking for a collaborative work environment.ResponsibilitiesPrepare and file tax returns with accuracy and attention to detailMeet with...


  • Akron, Ohio, United States Golden Reserve LLC Full time

    Join Our Team of Financial ExpertsAt Golden Reserve LLC, we're on a mission to revolutionize the financial industry for retirees. We're not just looking for anyone - we're seeking experienced professionals who share our passion for delivering exceptional results.Our Unique ApproachWe've built a company that combines legal, tax, and finance under one roof,...


  • Akron, Ohio, United States Prudential Financial Full time

    Unlock Your Potential with Prudential FinancialPrudential Financial is seeking an experienced financial professional to join our team in the Akron area. As a Financial Advisor, you will have the opportunity to work with our existing client base, building strong relationships and providing tailored financial solutions.Key Responsibilities:Service existing...

  • Financial Accountant

    2 weeks ago


    Akron, Ohio, United States Creative Financial Staffing Full time

    FINANCIAL ACCOUNTANTAbout the CompanyA high-quality organization in the area is seeking a sharp, energetic Financial Accountant to join their team.As the Financial Accountant, you will have the opportunity to be the owner-manager's right-hand advisor on the financial side.Responsibilities for Financial AccountantFull-cycle accounts payable and accounts...