Senior Retirement Financial Planner

1 month ago


Pittsburgh, Pennsylvania, United States Golden Reserve LLC Full time
{"title": "Senior Retirement Financial Planner", "description": "Join Our Team of Financial Retirement Experts

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 unique business model that combines legal, tax, and finance under one roof at a flat-fee package cost
  • A proven track record of success, with over 20 offices and regular recognition as one of the most innovative financial service companies in the country
  • A 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

What We're Looking For:

  • 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
  • GRIT - a blue-collar mindset with accountability, ownership, problem-solving, and toughness

Why Choose Golden Reserve LLC?

We're not just a financial services company - we're a team of experts dedicated to helping our clients achieve their retirement goals. If you're looking for a challenging and rewarding career, and you're passionate about delivering exceptional results, we want to hear from you.

Learn more about our unique approach to financial services and how we're changing the game for retirees and senior-level financial planners. Check out our television and radio shows, The Expedition Retirement Show, and read our CEO's Amazon bestselling book, Fire Your Financial Advisor.

Ready to take the next step? Apply now and join our team of financial retirement experts.

", "lang_code": "en"}

  • Pittsburgh, Pennsylvania, United States Golden Reserve LLC Full time

    {"title": "Senior Retirement Financial Planner", "description": "Transforming the Financial Industry for Retirees and Senior PlannersAt Golden Reserve LLC, we're not just looking for a Senior Retirement Financial Planner - we're seeking a game-changer. Someone who shares our vision of revolutionizing the financial industry for retirees and our Senior...


  • Pittsburgh, Pennsylvania, United States Golden Reserve LLC Full time

    Join Our Team 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 anyone - we need talented individuals who share our vision and are passionate about delivering exceptional results.What We Offer:A unique business...


  • Pittsburgh, Pennsylvania, United States Hapanowicz Financial Full time

    Job SummaryHapanowicz Financial is seeking a highly skilled Lead Wealth Advisor to join our team. As a key member of our financial services team, you will be responsible for providing personalized financial guidance and support to clients.Key ResponsibilitiesDevelop customized financial plans that align with clients' short-term and long-term goals.Provide...


  • Pittsburgh, Pennsylvania, United States City of Pittsburgh Full time

    Job Title: Senior Transportation PlannerJoin the City of Pittsburgh as a Senior Transportation Planner and play a key role in shaping the city's transportation and mobility vision.About the RoleWe are seeking a highly skilled and experienced transportation planner to join our team. As a Senior Transportation Planner, you will work closely with stakeholders...


  • Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full time

    About the Senior Accountant RoleWe are seeking a highly skilled Senior Accountant to join our finance team at Creative Financial Staffing. As a Senior Accountant, you will be responsible for preparing financial statements, budgets, and reports in line with GAAP and non-profit regulations.Key ResponsibilitiesManage AP/AR, ensuring timely processing and...


  • Pittsburgh, Pennsylvania, United States City of Pittsburgh Full time

    Job Title: Senior Transportation PlannerJoin the City of Pittsburgh as a Senior Transportation Planner and play a key role in shaping the city's transportation and mobility vision. As a member of the Mobility and Infrastructure team, you will work closely with stakeholders to develop and implement transportation plans that enhance access, provide multi-modal...


  • Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full time

    Senior Accountant Role OverviewWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will be responsible for compiling and analyzing financial information to prepare entries to general ledger accounts.Key Responsibilities:Compile and analyze financial information to prepare entries to...


  • Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full time

    Senior Accountant RoleWe are seeking a highly skilled Senior Accountant to join our team at Creative Financial Staffing. As a Senior Accountant, you will play a pivotal role in managing financial tasks, ensuring compliance, and contributing to strategic decision-making processes.About the CompanyOur client is a leading company in the oil and gas sector,...


  • Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full time

    Senior Accountant Job DescriptionWe are seeking a skilled Senior Accountant to join our team at Creative Financial Staffing. The ideal candidate will be responsible for managing the company's financial transactions, ensuring accuracy, and maintaining comprehensive financial records.Key Responsibilities:Manage full-cycle bookkeeping duties, including accounts...


  • Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full time

    Senior Accountant Job DescriptionWe are seeking a skilled Senior Accountant to join our team at Creative Financial Staffing. The ideal candidate will be responsible for managing the company's financial transactions, ensuring accuracy, and maintaining comprehensive financial records.Key Responsibilities:Manage full-cycle bookkeeping duties, including accounts...


  • Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full time

    Senior Accountant OpportunityWe're seeking a highly skilled Senior Accountant to join our client in the manufacturing industry. If you bring a robust background in accounting and finance within the manufacturing sector, this opportunity could be the perfect fit for you.About the CompanyExceptional Employee LongevityComprehensive Benefits Package and Generous...


  • Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full time

    About the RoleThe Senior Accountant will be responsible for managing the financial close process, ensuring accuracy and timeliness. This includes overseeing accounts payable and receivable, maintaining accurate records, and ensuring timely payments.Key ResponsibilitiesManage the monthly financial close process, ensuring accuracy and timeliness.Oversee...


  • Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full time

    Senior Accountant Role OverviewWe are seeking a highly skilled Senior Accountant to join our finance team at Creative Financial Staffing. The ideal candidate will have a strong background in accounting, finance, and non-profit regulations.Key Responsibilities:Prepare financial statements, budgets, and reports in accordance with GAAP and non-profit...


  • Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full time

    SENIOR ACCOUNTANTCreative Financial StaffingSalary Range: $70,000 - $85,000We are in search of a proficient Senior Accountant to oversee the financial operations of our organization. The successful candidate will be tasked with managing financial transactions, ensuring precision, and upholding detailed financial documentation. In this role, you will be...


  • Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full time

    Job Summary:We are seeking a highly skilled and experienced General Ledger Accountant to join our team at Creative Financial Staffing. As a key member of our accounting department, you will be responsible for managing and overseeing the day-to-day accounting activities, preparing and analyzing financial statements and reports, and conducting regular audits...

  • Financial Manager

    3 weeks ago


    Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full time

    Controller RoleThis is a key leadership position responsible for overseeing the financial management of a dual-entity company. The successful candidate will be at the forefront of financial planning, analysis, and reporting, driving strategic initiatives and ensuring compliance with regulatory standards.About the CompanyWe are a dynamic and growth-oriented...


  • Pittsburgh, Pennsylvania, United States JFS WEALTH ADVISORS LLC Full time

    Job OverviewWe are seeking a highly skilled Retirement Plan Advisor to join our team at JFS Wealth Advisors LLC. As a key member of our financial services team, you will be responsible for providing exceptional service to our clients, developing and maintaining relationships with plan sponsors and participants, and driving business growth through innovative...


  • Pittsburgh, Pennsylvania, United States The Coury Firm Full time

    Job OverviewSalary: The role of Wealth Planner within The Coury Firm's Private Wealth division entails providing comprehensive support to the Firm's Wealth Advisors in managing client relationships. This position is pivotal in coordinating and facilitating the delivery of wealth management and multi-family office services, acting as the primary internal...

  • Financial Clerk

    4 weeks ago


    Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full time

    About the CompanyCreative Financial Staffing is a strategy firm dedicated to enhancing the employee experience through culture, communication, change, leadership, and design.Job SummaryWe are seeking a highly skilled Bookkeeper to join our growing team. The successful candidate will be responsible for handling all AP/AR functions, checking the accuracy of...


  • Pittsburgh, Pennsylvania, United States Creative Financial Staffing Full time

    General Ledger Accountant OpportunityAre you a skilled Accountant looking for a challenging role where you can utilize your expertise to drive business growth? Our client, a leading global enterprise, is seeking a talented General Ledger Accountant to join their dynamic team.About the Company:Our client is a family-owned business with a rich history of...