Retirement Planning Specialist

4 weeks ago


Covington, 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.

Job Summary

We are looking for a highly skilled and motivated individual to join our team as a Retirement Planner. As a key member of our team, you will be responsible for providing expert financial planning and advice to our clients, helping them to achieve their retirement goals.

Responsibilities
  • Provide expert financial planning and advice to clients to help them achieve their retirement goals
  • Develop and implement customized financial plans for clients
  • Build and maintain strong relationships with clients to ensure their ongoing satisfaction and loyalty
  • Stay up-to-date with industry developments and best practices to ensure that clients receive the highest level of service
Requirements
  • Two (2) years+ of client-facing financial services experience
  • State Life and Health Insurance Licenses
  • FINRA Series 65 registration, or equivalent licensing
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
What We Offer
  • Competitive base salary (starting at $100,000-$125,000)
  • Uncapped production and bonus incentives
  • Generous time off policy, health insurance, dental insurance, 401(k), and life insurance

We are committed to providing our employees with a supportive and inclusive work environment that fosters growth and development. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



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