Retirement Planning Specialist
4 weeks ago
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 SummaryWe 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
- 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
- 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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Retirement Planning Specialist
4 weeks ago
Covington, United States Golden Reserve LLC Full timeAbout Golden Reserve LLCGolden 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 financial services to our clients.Job SummaryWe are looking for a highly skilled...
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Retirement Planning Specialist
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Covington, Kentucky, United States Golden Reserve LLC Full timeAbout Golden Reserve LLCGolden Reserve LLC is a pioneering financial services company that's changing the game for retirees and financial planners alike. We're not just another firm looking to make a quick buck - we're a team of innovators who are passionate about delivering exceptional results for our clients.Job SummaryWe're seeking a highly skilled and...
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Retirement Planning Specialist
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Covington, Kentucky, United States Golden Reserve LLC Full timeJoin Our Team of Financial ExpertsAt Golden Reserve LLC, we're on a mission to revolutionize the financial industry for retirees and our Retirement Planners. We're not just looking for anyone - we're seeking experienced professionals who share our vision and are passionate about delivering exceptional customer service.Our Unique ApproachWe've developed a...
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Covington, United States Golden Reserve LLC Full timeAbout Golden Reserve LLCGolden 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 SummaryWe are looking for a highly motivated and...
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Covington, United States Golden Reserve LLC Full timeAbout Golden Reserve LLCGolden 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 innovative financial solutions to our clients.Job SummaryWe are looking for a highly...
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