Senior Retirement Planner/Senior Financial Advisor

1 week ago


Independence, United States Golden Reserve LLC Full time
Job DescriptionJob Description

Golden Reserve is looking for an experienced senior-level financial retirement planner. We know how challenging the industry can be to get the right opportunities to shine. We know the work it takes to build your own book, if you do not inherit it from a parent, go to the right school, or have family members from the right country club. And of course, we know about the empty promises told by many financial firms to get you in their door, that never seem to come true.

Golden Reserve built our company on trying to not just change the financial industry for retirees – but also for the Senior Retirement Planners we hire. At Golden Reserve, you don't need a huge rolodex of friends and family to win – we provide you with leads from our TV & Radio Shows (https://www.youtube.com/channel/UCwCkZujo5qfXawlLRNHbdnw), digital programs and Seminars. Our unique model combines legal, tax and finance – all under one roof – at one flat-fee package cost (no more AUM).


And it is working, we are one of the fastest growing companies in Midwest, with over 20 offices and regularly recognized as one of the most innovative financial service companies in the country.


What we ask:

· Conversion: we deliver the leads to our Senior Retirement Planners that are generated from seminars, radio, internet, and TV shows (The Expedition Retirement Show) – we expect you to win these cases so we can help them navigate retirement.


· Service: Senior Retirement Planners provide excellent customer service to our existing clients.


· Commitment: we know we must earn your trust, but we expect every recruit to be committed to our new way of approaching financial services.


What we need:

  • Five (5) years+ of client facing financial services experience closing new business.
  • State Life and Health Insurance Licenses.
  • FINRA Series 65 registration, or equivalent licensing.
  • GRIT – we built this company brick by brick on a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter in this workplace.

What we provide:

· Prospects – you do NOT need to bring, or even build your own book of business to be successful here, just your talent to convert these prospects to clients.


· Competitive Base Salary (starting at $150,000), plus uncapped Production & Bonus incentives.


· Generous time off policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance.


If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume.

BUT BEFORE YOU APPLY – this is NOT a typical financial services position – so if you want to learn more about the Retirement Planner role, check out: A Day in the Life of a Retirement Planner. Hear it straight from the source and check out a few Retirement Planner Testimonials and hear firsthand how Golden Reserve has changed their lives. If you want to learn more about how we are different, do us a favor and check out Expedition Retirement, our television (https://goldenreserve.com/expedition-retirement-show/) and radio shows (https://goldenreserve.com/radio-and-podcast/), to see if our mission is the right fit for you – or read our CEO's Amazon bestselling book – Fire Your Financial Advisor (www.fireyourfinancialadvisor.com).

You can also learn more at www.goldenreserve.com.






PId171108fa2b7-25405-36320644



  • Independence, United States Golden Reserve LLC Full time

    Job DescriptionJob DescriptionGolden Reserve is looking for an experienced senior-level financial retirement planner. We know how challenging the industry can be to get the right opportunities to shine. We know the work it takes to build your own book, if you do not inherit it from a parent, go to the right school, or have family members from the right...


  • Independence, United States Golden Reserve LLC Full time

    Job DescriptionJob DescriptionGolden Reserve is looking for an experienced senior-level financial retirement planner. We know how challenging the industry can be to get the right opportunities to shine. We know the work it takes to build your own book, if you do not inherit it from a parent, go to the right school, or have family members from the right...


  • Independence, Ohio, United States Golden Reserve LLC Full time

    Role SummaryWe are seeking an experienced Senior Retirement Planner/Senior Financial Advisor to join our team at Golden Reserve LLC.This is a challenging and rewarding career opportunity for a financial services professional who wants to make a real difference in the lives of retirees.About UsAt Golden Reserve LLC, we're changing the face of financial...


  • Independence, Ohio, United States Golden Reserve LLC Full time

    About Golden ReserveWe are a dynamic financial services company dedicated to changing the industry for retirees. Our mission is to provide innovative solutions and support our Senior Retirement Planners to succeed.At Golden Reserve, we understand the challenges of building a successful book of business and offer a unique approach that combines legal, tax,...


  • Independence, OH, United States Gatepass Full time

    GatePass Capital is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering investment and wealth management services and comprehensive financial planning. At GatePass, we exist with a singular purpose: to help our clients prosper in all aspects of life. Our five core pillars are: Client Experience Unwavering Integrity...


  • Independence, Kansas, United States Americare Senior Living Full time

    At Americare Senior Living, we strive to create a compassionate and supportive environment where our residents can thrive. As a licensed Charge Nurse - RN, you will play a vital role in overseeing the care and well-being of our community residents/patients.OverviewWe are a proud provider of senior living communities that prioritize excellence and...

  • Caregiving Specialist

    3 weeks ago


    Independence, Missouri, United States Senior Living Recruiting Specialist Full time

    We are seeking a highly skilled Caregiving Specialist to join our team at Senior Living Recruiting Specialist. As a Caregiving Specialist, you will play a vital role in providing exceptional care and support to our residents. This is a wonderful opportunity to make a real difference in the lives of others while advancing your career in senior care.Job...


  • Independence, Missouri, United States Holiday Inn Kansas City Downtown Full time

    Job OverviewThe Holiday Inn Kansas City Downtown is seeking a highly skilled Senior Financial Analyst to join our team. This role will be responsible for overseeing financial planning, compliance, and reporting for our expanding hotel operations.


  • Independence, Missouri, United States Senior Living Recruiting Specialist Full time

    Are you a motivated and compassionate Certified Nursing Assistant (CNA) looking for a new challenge? We are seeking a skilled and dedicated CNA to join our team at a reputable senior living community. In this role, you will have the opportunity to work with a passionate team of caregivers who share your commitment to delivering exceptional care and services...


  • Independence, Missouri, United States Senior Living Recruiting Specialist Full time

    **Join Our Team!**Senior Living Recruiting Specialist is seeking a dedicated and compassionate Certified Medication Technician to provide high-quality care to our residents. As a member of our team, you will play a vital role in ensuring the health, safety, and well-being of our elderly population.In this rewarding position, you will have the opportunity to...

  • Senior Accountant

    2 months ago


    Independence, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionLHH Recruitment Solutions is seeking Two Senior Accountants for a leading manufacturing/distribution company one based in Cleveland and one in Akron area, both clients are known for their commitment to quality, innovation, and excellence.As a Senior Accountant, you will play a crucial role in our client’s financial operations,...

  • Activity Aide

    7 months ago


    Independence, United States Encore Senior Living Full time

    Where Lives & Careers Flourish! Make a real difference in someone’s life . . . startingwith  yours!  At Encore Senior Living, there is a strong sense of teamwork, a commitment to professional development, and a culture that encourages promotion from within. As a result, Encore team members tend to reciprocate with their personal commitment and...


  • Independence, Missouri, United States Encore Senior Living Full time

    Enhance the Lives of SeniorsAs a Geriatric Care Specialist at Encore Senior Living, you will play a vital role in creating a warm and welcoming environment for our residents. With a strong focus on providing excellent service and care, we strive to make every day count for those who call our community home.We are seeking an individual with a passion for...


  • Independence, Missouri, United States Lumina Financial Solutions Full time

    Company Overview:Lumina Financial Solutions is a leading provider of insurance products, specializing in life, whole life, mortgage protection, annuities, and index universal life. Our company has been recognized as one of the Inc. 5000 Fastest Growing Companies from 2016-2021 and has been awarded for our top culture by Entrepreneur Magazine.Estimated...

  • Charge Nurse RN

    1 month ago


    Independence, United States Americare Senior Living Full time

    NEWLY UPDATED BEAUTIFUL COMMUNITY GREAT STAFFING RATIOS! AMAZING TEAM! Are you looking to have fun while making a meaningful impact in the lives of seniors? Who We Are At Americare, we make a difference in the everyday lives of others, and we are proud of the work we do. We have created communities that embrace our team members like family. Our senior...


  • Independence, Kansas, United States MRINetwork Jobs Full time

    About the RoleWe are looking for a highly skilled Chief Financial Officer to join our Pacific NW hospital team. As a key member of our senior leadership team, you will be responsible for driving financial growth, improving operational efficiency, and ensuring regulatory compliance.Key ResponsibilitiesDevelop and implement financial strategies to achieve...


  • Independence, Missouri, United States CenterWell Senior Primary Care Full time

    About CenterWell Senior Primary CareWe are a leading provider of senior-focused primary care, dedicated to putting patients at the center of their healthcare experience.Salary and BenefitsThe estimated salary for this role is $69,800 - $96,200 per year, with opportunities for bonuses and incentives. Our comprehensive benefits package includes medical,...


  • Independence, Missouri, United States Senior Living Recruiting Specialist Full time

    Are you looking for a stable and fulfilling career in senior care? We have an exciting opportunity for a Certified Medication Technician to join our team at Senior Living Recruiting Specialist. Our company is dedicated to providing exceptional care and services to seniors, and we are seeking passionate and compassionate individuals to help us achieve this...


  • Independence, Missouri, United States The Adecco Group Full time

    Company OverviewThe Adecco Group is a leading staffing and recruitment agency, committed to providing exceptional service and support to our clients and candidates. Our team of experts works tirelessly to match the right talent with the right opportunity, ensuring that our clients achieve their goals and our candidates succeed in their careers.We are...


  • Independence, Ohio, United States Edward Jones Full time

    Company Overview">We are a Fortune 500 company that values our clients and colleagues above all else. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we strive to be a leader in the financial services industry.About Us">We believe in a human-centered approach as we partner for positive impact, improving the lives of our...