Senior Retirement Financial Planner

3 weeks ago


Cincinnati, Ohio, United States Golden Reserve LLC Full time
About Golden Reserve LLC

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 Summary

We 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.
Requirements
  • 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.
What We Offer
  • 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.


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

    About 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...


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

    About 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...


  • Cincinnati, 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 service and results.What We Offer:A unique business model that combines legal, tax, and finance under one...


  • Cincinnati, 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 service and results.What We Offer:A unique business model that combines legal, tax, and finance under one...


  • Cincinnati, Ohio, United States Jobot Full time

    About the RoleWe are seeking a highly experienced and motivated Senior Financial Advisor to join our team at Jobot. As a key member of our team, you will be responsible for managing and growing a portfolio of high-net-worth clients, providing them with tailored financial advice and solutions to help them achieve their financial goals.Key ResponsibilitiesLead...


  • Cincinnati, Ohio, United States Stage 1 Financial Full time

    Job OpportunityWe are seeking a highly skilled Senior Accountant to join our team at Stage 1 Financial. As a Senior Accountant, you will play a critical role in assisting our clients with meaningful work in accounting, finance, controls, and systems to deliver on key initiatives.This is an excellent opportunity to work with a dynamic and influential company,...

  • Nurse Practitioner

    2 days ago


    Cincinnati, Ohio, United States Seasons Retirement Community Full time

    Job OverviewAt Seasons Retirement Community, we are seeking a dedicated and compassionate Licensed Practical Nurse to join our team. As a key member of our healthcare staff, you will play a vital role in providing high-quality care to our residents.ResponsibilitiesAdminister medications to residents in accordance with federal and state regulations, as well...


  • Cincinnati, Ohio, United States Personal Choice Financial Advisors, LLC Full time

    Job OpportunityWe are seeking a highly skilled Senior Financial Advisor to join our team at Personal Choice Financial Advisors, LLC. As a key member of our team, you will be responsible for delivering exceptional client service and providing expert financial guidance to our clients.Key ResponsibilitiesDevelop and implement comprehensive financial plans...


  • Cincinnati, Ohio, United States Seasons Retirement Community Full time

    Job SummaryWe are seeking a skilled Licensed Practical Nurse to join our team at Seasons Retirement Community. As a key member of our healthcare team, you will be responsible for providing high-quality nursing care to our residents.Key ResponsibilitiesMedication Administration: Ensure accurate and timely administration of medications to residents in...

  • Financial Manager

    3 weeks ago


    Cincinnati, Ohio, United States Creative Financial Staffing Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will be responsible for a variety of tasks, including monthly account reconciliations, financial reporting, and special projects.Key ResponsibilitiesPerform monthly account reconciliations and ensure...


  • Cincinnati, Ohio, United States GAIC Great American Insurance Company Full time

    About the RoleWe are seeking a highly skilled Senior Financial Analyst to join our Property & Casualty IT Services team at GAIC Great American Insurance Company. As a key member of our finance team, you will play a critical role in driving strategic decisions and supporting business growth.Key ResponsibilitiesPartner with project management and senior...


  • Cincinnati, Ohio, United States GAIC Great American Insurance Company Full time

    About the RoleWe are seeking an experienced Senior Financial Analyst to join our Property & Casualty IT Services team at GAIC. As a key member of our finance team, you will play a critical role in driving strategic decisions and supporting the growth of our organization.Key ResponsibilitiesProvide financial leadership and guidance to the IT organization,...


  • Cincinnati, Ohio, United States Gpac Full time

    Financial Planner PositionThe Financial Planner role at GPAC offers a competitive salary, a comprehensive benefits package, and a management team that invests in their employees' growth and development. If you are a motivated Financial Planner seeking a challenging opportunity to work independently while receiving support from a dedicated team, this position...


  • Cincinnati, Ohio, United States Gpac Full time

    The Financial Planning Specialist position at GPAC offers a competitive salary and a full range of benefits. We are seeking a self-starter with a strong business development mentality to work independently and focus on client needs.Requirements:3+ years in financial servicesBachelor's degree in Business, Accounting, or Finance or relevant field...


  • Cincinnati, Ohio, United States Gpac Full time

    Financial Planner PositionThe Financial Planner role at GPAC offers a competitive salary, a comprehensive benefits package, and a management team that invests in their employees' growth and development. If you are a motivated Financial Planner seeking a challenging opportunity to join a dynamic organization, this position may be the ideal fit.Key...


  • Cincinnati, Ohio, United States GAIC Great American Insurance Company Full time

    GAIC Great American Insurance Company is in search of a Senior Financial Analyst to join their Property & Casualty IT Finance division. This position is pivotal in delivering financial guidance, developing financial models, and enhancing reporting processes to maximize organizational value. The successful candidate will possess a Bachelor's degree in...


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

    About the RoleWe are seeking a highly skilled and experienced Senior Accountant to join our team at Creative Financial Staffing. As an Accounting Manager, you will play a key role in assisting with various accounting tasks, including monthly account reconciliations, financial reporting, and special projects.ResponsibilitiesAssist with the overall monthly...


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

    About the RoleWe are seeking a highly skilled and experienced Senior Accountant to join our team at Creative Financial Staffing. As an Accounting Manager, you will play a key role in assisting with various accounting tasks, including monthly account reconciliations, financial reporting, and special projects.ResponsibilitiesAssist with the overall monthly...


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

    About the RoleWe are seeking a highly skilled and experienced Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a key role in assisting with various accounting tasks and responsibilities.Key ResponsibilitiesAssist with monthly account reconciliations and ensure accuracy and completeness.Support the...


  • Cincinnati, Ohio, United States TruPartner Credit Union Full time

    About the RoleTruPartner Credit Union is seeking a highly skilled Financial Advisor to join its team. As a Financial Advisor, you will be responsible for providing holistic financial planning advice to credit union members, helping them achieve their personal, education, business, retirement, and estate planning goals.Key ResponsibilitiesConduct...