Senior Retirement Financial Advisor
2 days ago
At 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.
Our Unique Approach
We've built a company that combines legal, tax, and finance under one roof, offering a flat-fee package that eliminates the need for AUM. This innovative model has enabled us to become one of the fastest-growing companies in the Midwest, with over 20 offices and a reputation for innovation.
What We're Looking For
- At least 5 years of experience in client-facing financial services, with a proven track record of closing new business.
- State Life and Health Insurance Licenses.
- FINRA Series 65 registration, or equivalent licensing.
- A blue-collar mindset with a focus on accountability, ownership, problem-solving, and toughness.
What We Offer
- A competitive base salary starting at $150,000, plus uncapped production and bonus incentives.
- A generous time-off policy, health insurance, dental insurance, 401(k), and life insurance.
- The opportunity to work with a dynamic team and make a real impact in the financial industry.
Why Choose Us?
We're not just another financial services company. We're a team of experts dedicated to delivering exceptional results and making a difference in the lives of our clients. If you're passionate about financial planning and want to be part of a company that's changing the game, we want to hear from you.
Learn More
Check out our TV and radio shows, The Expedition Retirement Show, to see if our mission aligns with your values. You can also read our CEO's Amazon bestselling book, Fire Your Financial Advisor, to gain a deeper understanding of our approach.
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