Expert Financial Retirement Planner

3 days ago


Independence, Ohio, United States Golden Reserve LLC Full time
Role Summary

We are seeking an experienced Senior Retirement Planner/Senior Financial Advisor to join our team at Golden Reserve LLC.

This is a challenging and rewarding career opportunity for a financial services professional who wants to make a real difference in the lives of retirees.

About Us

At Golden Reserve LLC, we're changing the face of financial services. We believe that everyone deserves access to expert advice and guidance as they navigate retirement. That's why we provide our clients with comprehensive financial planning, investment management, and wealth preservation strategies.

Our company was founded on a simple yet powerful idea: helping people achieve their financial goals and live a more secure and fulfilling life.

Salary and Benefits

The competitive base salary for this role starts at $150,000 per year, plus uncapped production and bonus incentives.

We also offer a generous time-off policy, health insurance, dental insurance, 401(k) matching, and life insurance.

Job Description

As a Senior Retirement Planner/Senior Financial Advisor, you will be responsible for delivering exceptional client service and generating new business opportunities through lead generation from our TV & Radio Shows, digital programs, and seminars.

You will work closely with our clients to understand their financial goals and develop customized plans to help them achieve those goals.

Required Skills and Qualifications
  • Five (5) years+ of client-facing financial services experience closing new business.
  • State Life and Health Insurance Licenses.
  • FINRA Series 65 registration or equivalent licensing.
  • Strong communication and interpersonal skills.
Benefits

We offer a dynamic and supportive work environment, regular recognition and rewards, and opportunities for growth and development.

If you're passionate about making a difference in the lives of others and want to be part of a team that's changing the face of financial services, we encourage you to apply.



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