Retirement Planner/Financial Advisor

3 hours ago

Cleveland, Ohio, United States A Hiring Company Full time

Golden Reserve is looking for an experienced financial retirement planner for our locations in our region Cleveland (Independence, Sheffield Village, Pepper Pike, Akron). We know the challenges you face to make it in the financial industry. Particularly, if you don't inherit a book of business, or your parents weren't a member of the right country club. We know about the empty promises you've probably heard to get you in the door but very little support and guidance once you get started.

Golden Reserve built our company on trying to not just change the financial industry for retirees – but also for the people we hire. We provide you with ALL of your leads from our TV & Radio Shows

(

), Seminars and Digital channels.

Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country.

We provide:

Salary
:

  • Retirement Planner (2–4 years of client selling experience) -
    $150,000
    , increasing to $
    175,000
    in Year 2
  • Senior Retirement Planner (5+ years of client selling experience) -
    $175,000
    , increasing to $
    200,000
    in Year 2
  • Salaries are ongoing and do not cease. Salaries include uncapped production, and bonus compensation

Prospects
– you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads

Benefits
– Generous PTO policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance

We expect:

· Conversion: we deliver the leads – we expect you to win and convert them into clients

· Service: provide excellent customer service to your existing clients

· Commitment: we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training

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, check out:
A Day in the Life of a Retirement Planner.
And don't take our word for it, listen to our team share how Golden Reserve Changed their life,
Retirement Planner Testimonials
.

Click to see our Radio, TV & YouTube shows (

) and our CEO's Amazon bestselling book that defines our company's culture and mission – Fire Your Financial Advisor (

).

You can also learn more at

.

Compensation details:
Yearly Salary

  • Financial Planning Assistant/Paraplanner

    6 hours ago

    Cleveland, Ohio, United States Mayfield Financial Services Full time

    Financial Planning Assistant/ParaplannerMayfield Financial ServicesAbout Us and Vision of Financial Planning Assistant/ParaplannerMayfield Financial Services (MFS) is a well-established and growing financial advisory firm in Mayfield Heights, Ohio. Our current Team is made up of accountants (CPA's), financial advisors (CFP's), an investment manager (CFA),...

  • Financial Solutions Advisor

    3 days ago

    Cleveland, Ohio, United States Bank of America Full time $70,000 - $80,000

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our...

  • Wealth Management Advisor

    2 weeks ago

    Cleveland, Ohio, United States EQH Full time $27,550 - $50,000 per year

    Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a...

  • Financial Solutions Advisor Registration Candidate

    2 days ago

    Cleveland, Ohio, United States Bank of America Full time $29 - $34

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.Being a Great Place to Work is core to how we drive Responsible Growth. This includes our...

  • Paraplanner – Financial Services

    2 weeks ago

    Cleveland, Ohio, United States Gables Search Group Full time $60,000 - $120,000 per year

    We're recruiting for a financial services firm seeking a Paraplanner to support advisors with planning work, client preparation, and account operations. This role is ideal for someone with a strong financial services background who enjoys both analytical work and client support. Series 65 and at least five years of industry experience are required.What...

  • Early Career Planner/Siting Specialist

    2 weeks ago

    Cleveland, Ohio, United States WSP in the U.S. Full time $50,000 - $70,000 per year

    Job DescriptionThis OpportunityWSP is currently initiating a search for a full-timeEarly Career Urban Plannerfor ourCincinnati, OH, Columbus, OH, Cleveland, OH Dayton, OH Akron, OH Toledo, OHor other regionaloffices such asLexington, KY, Louisville, KY, Pittsburgh, PA and Indianapolis, IN.Take part in providing local technical planning assistance for...

  • Regional Vice President

    3 days ago

    Cleveland, Ohio, United States Wealthbridge Financial Group Full time

    WealthBridge Financial Group is seeking a dynamic, strategic, and visionary leader to serve as the Regional Vice President (RVP) for Ohio. In this influential role, the RVP will provide senior leadership and direction to Managing Directors throughout the region, with the overarching responsibility of driving growth, enhancing advisor development, and...

  • Senior Transportation Planner/Engineer

    2 weeks ago

    Cleveland, Ohio, United States NOACA Full time $75,978 - $96,972 per year

    Shape the Future of Transportation in Northeast Ohio — Become NOACA's Next Senior Transportation Planner/EngineerThe Northeast Ohio Areawide Coordinating Agency (NOACA) is where innovation meets impact. As the Metropolitan Planning Organization and Areawide Water Quality Management Agency for a vibrant five-county region—Cuyahoga, Geauga, Lake, Lorain,...

  • VP/Wealth Advisor

    3 days ago

    Cleveland, Ohio, United States AllianceBernstein LP Full time

    What You'll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized for its distinctive, distinguished platform--offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices around client segments for which they...

  • College and Career Advisor- Part-Time

    2 days ago

    Cleveland, Ohio, United States COLLEGE NOW GREATER CLEVELAND Full time $21 - $24

    Job Details Job Location:    College Now - Cleveland, OH Position Type:    Part Time Salary Range:    Undisclosed DescriptionAn established leader in the Northeast Ohio civic landscape, College Now has been changing the lives of students in our region since 1967. We do this by providing college and career access advising, financial aid...