Financial Retirement Strategist
2 weeks ago
About Golden Reserve:
Golden Reserve is seeking a knowledgeable financial services advisor to join our dynamic team. Our mission is to transform the financial landscape for retirees and the professionals we employ. We understand the hurdles faced by those entering the financial sector, especially when it comes to establishing a client base without prior connections or an existing practice.
At Golden Reserve, we provide our advisors with a steady stream of leads generated from our media outreach, including television and radio programs, as well as seminars. Our innovative approach integrates legal, tax, and financial services into a single, straightforward package, eliminating the need for traditional asset management fees.
Key Responsibilities:
- Lead Conversion: Our advisors receive leads from various sources, including seminars and media shows, and are expected to effectively assist clients in navigating their retirement planning.
- Client Service: Deliver exceptional service to our existing clientele, ensuring their needs are met with professionalism and care.
- Commitment to Excellence: We prioritize building trust and expect our team members to embrace our unique approach to financial services.
If you are passionate about making a difference in the financial world and are ready for a rewarding career, we encourage you to learn more about the Retirement Planner role.
Qualifications:
- A minimum of two years of experience in client-facing 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 resilience.
What We Offer:
- A steady flow of prospects, eliminating the need to build your own client base.
- A competitive base salary ranging from $100,000 to $125,000, along with uncapped production and bonus opportunities.
- A generous time-off policy, comprehensive health benefits, 401(k) plan, and life insurance.
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