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Client Servicing Retirement Planner

2 weeks ago

Independence, OH, United States Golden Reserve LLC Full time

At Golden Reserve, we know the roadblocks that financial advisors face. The uphill battle to build your book from scratch. The vague promises of "support" that fade after onboarding. The feeling that unless you inherit a book or belong to the right country club, success is out of reach.

We're here to change that - not just for retirees, but for the Client Servicing Retirement Planners (CSRP) we hire. This role is unique because unlike most financial advisor positions, the primary function and responsibility of this person is not sales. A SCRP manages, updates and takes 100% ownership over every aspect of their client's retirement success.

Specifics

We're looking for an experienced CSRP who will:

• Own and manage a dedicated book of clients

• Lead annual reviews, tax planning meetings, and ongoing strategy discussions

• Deliver an unmatched client experience across investment, insurance, legal, and tax

• Be the central relationship driver, supported by our in-house team of CPAs, attorneys, and client service professionals

• Build meaningful relationships with clients that lead to world-class client retention and client referral opportunities.

What Makes Golden Reserve Different?

We have built a model that removes the barriers most financial planners face:

• Flat Fee - we do not charge a % AUM model based on client's assets under management - we charge the same flat fee for our client based on the services we provide

• No product pushing - our model is built around education, planning, and transparency using a blend of equities and insurance products

• Full-service support - with in-house legal, tax, and client service teams, you're not alone in delivering value and have many of our resources just down the hall

What We Provide:

Salary + Uncapped Bonuses (Not Commission-Only)

• Retirement Planner (2-4 years' experience): $100,000 - 125,000 starting salary

• Salaries are ongoing - they do not phase out or disappear

• Plus:

• Generous PTO

• Health, dental, and vision insurance

• 401(k) with company match

• Life insurance

What We Expect:

• Client Retention: You'll be meeting existing clients - your goal is to ensure that their retirement needs are met

• World-Class Client Service: Be the primary relationship manager and deliver consistent, high-touch client experience

• Commitment: We're not just hiring employees - we're building leaders who believe in a new way of planning

Want to Learn More Before Applying?

• Fire Your Financial Advisor - Our CEO's Amazon Bestselling Book

• Golden Reserve Careers & Culture; www.goldenreserve.com/careers

If you're ready to be part of a company that's changing the future of retirement planning, apply today and join one of the fastest-growing firms in the Midwest.

Requirements

  • 3+ years of client-facing and servicing financial planning or advisor experience
  • Active Life & Health Insurance License
  • Series 65 or equivalent
  • Strong planning skills, tax literacy, and a client-first mindset
  • Grit - we're a blue-collar team in a white-collar world. We hustle, take ownership, and deliver on our promises


Salary Description

Starting at $100,000 base per yr plus incentives