Retirement Planning Specialist

6 days ago


San Francisco, California, 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 Retirement Planner to join our team and help us achieve our mission of providing exceptional service to our clients.

Our Unique Approach

We know that building a successful financial services career can be challenging, especially for those who don't have an existing book of business. That's why we provide our Retirement Planners with leads from our TV and radio shows, as well as seminars, to help them get started. Our unique model combines legal, tax, and finance expertise under one roof, making it easier for our planners to provide comprehensive services to their clients.

What We Offer

As a Retirement Planner at Golden Reserve LLC, you will have the opportunity to work with a dynamic team of professionals who are passionate about making a difference in the lives of our clients. We offer a competitive base salary, uncapped production and bonus incentives, as well as a generous time off policy, health insurance, dental insurance, 401(k), and life insurance.

Requirements

To be successful in this role, you will need to have at least two years of client-facing financial services experience, a state life and health insurance license, and a FINRA Series 65 registration or equivalent licensing. We are looking for individuals who are passionate about delivering exceptional customer service and have a strong commitment to our company's values.

Join Our Team

If you are a motivated and experienced financial services professional who is looking for a new challenge, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and experience.



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