Senior Retirement Financial Planner
3 weeks ago
Golden Reserve LLC is a leading financial services company that is revolutionizing the way retirees plan for their financial future. We are seeking an experienced Senior Retirement Financial Planner to join our team and help us achieve our mission of providing exceptional financial services to our clients.
Job SummaryWe are looking for a highly skilled and motivated Senior Retirement Financial Planner to join our team. As a Senior Retirement Financial Planner, you will be responsible for providing financial planning and advisory services to our clients, helping them to achieve their financial goals and objectives. You will work closely with our team to develop and implement financial plans that meet the unique needs of each client.
Key Responsibilities- Provide financial planning and advisory services to clients, including retirement planning, investment management, and estate planning.
- Develop and implement financial plans that meet the unique needs of each client.
- Work closely with our team to ensure that all clients receive exceptional service and support.
- Stay up-to-date with industry developments and best practices in financial planning and advisory services.
- Five (5) years+ of client-facing financial services experience.
- State Life and Health Insurance Licenses.
- FINRA Series 65 registration, or equivalent licensing.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Competitive base salary (starting at $150,000), plus uncapped production and bonus incentives.
- Generous time off policy, health insurance, dental insurance, 401(k), and life insurance.
- Opportunities for professional growth and development.
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Senior Retirement Financial Planner
3 weeks ago
Cincinnati, Ohio, United States Golden Reserve LLC Full timeAbout Golden Reserve LLCGolden Reserve LLC is a leading financial services company that is revolutionizing the way retirees plan for their financial future. We are seeking an experienced Senior Retirement Financial Planner to join our team and help us achieve our mission of providing exceptional financial services to our clients.Job SummaryWe are looking for...
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Senior Retirement Financial Advisor
4 weeks ago
Cincinnati, Ohio, United States Golden Reserve LLC Full timeAbout Golden Reserve LLCGolden Reserve LLC is a pioneering financial services company that's revolutionizing the way retirees plan for their financial futures. We're on a mission to provide unparalleled support and resources to our Senior Retirement Planners, empowering them to excel in their careers and deliver exceptional results for our clients.Job...
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Senior Retirement Financial Advisor
3 weeks ago
Cincinnati, Ohio, United States Golden Reserve LLC Full timeJoin 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 service and results.What We Offer:A unique business model that combines legal, tax, and finance under one...
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Senior Retirement Financial Advisor
2 weeks ago
Cincinnati, Ohio, United States Golden Reserve LLC Full timeJoin 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 service and results.What We Offer:A unique business model that combines legal, tax, and finance under one...
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Financial Operations Manager
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Financial Operations Manager
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