Client Servicing Retirement Planner

Specifics

• 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?

• 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
• 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

What We Look For:

• 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