Retirement Financial Advisor

1 week ago


Columbus, Ohio, United States Golden Reserve LLC Full time

About Golden Reserve:

Golden Reserve is on the lookout for a skilled financial services consultant to join our team. We understand the complexities of the financial sector and the challenges faced by professionals in establishing their own client base. Our mission is to transform the financial landscape for retirees and the advisors we employ.

Our Unique Approach:

At Golden Reserve, we eliminate the need for a pre-existing network of contacts. We supply our Retirement Planners with leads generated from our engaging media presence, including TV and radio shows, as well as seminars. Our innovative model integrates legal, tax, and financial services into a single, straightforward package, eliminating the traditional asset under management (AUM) fees.

Why Join Us:

We are proud to be one of Ohio's fastest-growing firms, with nearly 20 locations and a reputation for innovation in the financial services industry.

Key Responsibilities:

  • Lead Conversion: Utilize the leads provided from various channels to assist clients in navigating their retirement journey.
  • Client Service: Deliver exceptional service to our existing clientele, ensuring their needs are met with professionalism.
  • Commitment: We value trust and expect our team members to be dedicated to our distinctive approach to financial services.

If you are passionate about making a difference in the financial world and seek a rewarding career, we encourage you to explore this opportunity further.

Qualifications:

  • Minimum of two years of client-facing experience in financial services.
  • Possession of State Life and Health Insurance Licenses.
  • FINRA Series 65 registration or equivalent licensing.
  • A strong work ethic characterized by accountability, ownership, and problem-solving skills.

What We Offer:

  • Prospects provided—no need to build your own client base.
  • Competitive base salary ranging from $100,000 to $125,000, with uncapped production and bonus incentives.
  • Comprehensive benefits package including generous time off, health and dental insurance, 401(k), and life insurance.


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