Golden Reserve

Senior Retirement Planner/Senior Financial Advisor

Golden Reserve  •  $225k - $275k/yr  •  Pennsylvania (Onsite)  •  2 days ago
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Job Description

Golden Reserve is looking for an experienced financial sales professional. This senior level sales role is responsible for leading client meetings, upholding Golden Reserve's processes and standards, and serving as a culture leader and mentor for developing advisors.

Advisors who establish themselves as top tier performers and team players will have opportunities to pursue management, partnership, and other leadership roles within the firm.

We are a full service RIA and insurance firm that built our company not only to change the financial industry for the retirees we serve, but also for the financial professionals we hire.

Some of the key reasons advisors choose Golden Reserve include: (1) world class, media driven marketing that provides all the pre qualified leads you need to succeed, (2) flat fee client pricing, and (3) partnerships with estate planning law firms and CPA firms that allow every retirement plan to include legal and tax services for our clients at no additional cost.

Golden Reserve's lead generation is driven by its nationwide radio and television show ( https://www.youtube.com/@fireyourfinancialadvisor), educational workshops, digital marketing, and world class client service. In a short period of time, we have grown to more than 40 offices across nine states, and we are just getting started.

We Provide:

Salary
o $225,000 to $275,000 base salary, depending on experience
o Additional uncapped production and bonus compensation

• Prospects
o No book of business required. We provide pre qualified leads.

• Benefits
o Generous PTO policy
o Health, Dental, and Life Insurance
o 401(k) plan

We Require:

• Seven (7)+ years of new client financial services sales experience (not servicing)

• Active State Life & Health Insurance Licenses

• Series 65 or equivalent

• GRIT. We built this company brick by brick with a blue collar mindset that embraces accountability, ownership, problem solving, and toughness.

If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, we encourage you to apply and submit your resume.

Before you apply, learn more about what makes Golden Reserve different from other financial firms at www.goldenreserve.com

You can also explore our CEO's Amazon bestselling book, Fire Your Financial Advisor: 40 Years of Greed & Exploitation of the American Retiree and How You Can Fight Back, which helps define our company's culture, mission, and commitment to serving retirees. Learn more at www.fireyourfinancialadvisor.com

Golden Reserve

About Golden Reserve

Reaching retirement is the greatest climb of your life, yet some financial planners abandon their clients at the summit, without a strategy or the proper tools for the remainder of the journey. Hard working retirees deserve better. That's why we formed Golden Reserve.

At Golden Reserve, we built a group of affiliated tax, insurance, legal and investment companies, all working together under one roof, to provide you with the services you need to navigate not just financial risks, but many of the largest legal and tax related risks of Retirement too.

-Retirement Income Strategies

-Long-Term Care & Asset Protection

-IRA & Tax Strategies

-Market Risk Analysis

-Investment Fee Analysis

Investment advisory services offered through Golden Reserve Retirement, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where Golden Reserve Retirement, LLC and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Golden Reserve Retirement, LLC unless a client service agreement is in place.

You may find additional information about our firm by visiting the Investment Adviser Public Disclosure (IAPD) website by searching our firm name at: https://www.adviserinfo.sec.gov/.

Industry
Finance & Insurance
Company Size
11-50 employees
Headquarters
Dublin, Ohio
Year Founded
Unknown
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