Jobs · Finance · Indiana

Retirement Planner/Financial Advisor

Golden Reserve · Carmel, IN · 1 wk ago
Finance$150k–$200k/yrFull-time

What We Offer

  • Salary: $150,000–$200,000 base salary, depending on experience
  • Guaranteed $25,000 salary increase beginning in your second year
  • Additional uncapped production and bonus compensation
  • Possibility to work with no book of business required—we provide pre-qualified leads
  • Benefits: Generous PTO policy, health, dental, and life insurance, 401(k) plan

What You Bring

  • Three (3)+ 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.

Why Join Us?

  • We provide world-class, media-driven marketing that provides all the pre-qualified leads you need to succeed
  • We offer flat-fee client pricing
  • We partner 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
  • We have grown to more than 40 offices across nine states—and we're just getting started

Company Culture

We are a full-service RIA and insurance firm that was built not only to change the financial industry for the retirees we serve, but also for the financial professionals we hire. Our lead generation is driven by our nationwide radio and television show, educational workshops, digital marketing, and world-class client service.

About the Role

This role will be responsible for conducting client meetings and upholding Golden Reserve's processes and standards at the highest level.

Qualifications

We understand the challenges many advisors face when they aren't handed a book of business or access to an established network. That's why we built a company that sources the leads for you, allowing you to focus on building retirement plans and helping retirees.

Benefits

We provide generous PTO policy, health, dental, and life insurance, and a 401(k) plan.

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