Senior Retirement Planner/Senior Financial Advisor
About the role
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: world class, media driven marketing that provides all the pre‑qualified leads you need to succeed; flat fee client pricing; and 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. Lead generation is driven by a nationwide radio and television show, educational workshops, digital marketing, and world class client service. The firm has grown to more than 40 offices across nine states. No book of business is required; Golden Reserve provides pre‑qualified leads.
Responsibilities
- Lead client meetings
- Uphold Golden Reserve's processes and standards
- Serve as a culture leader and mentor for developing advisors
- Pursue management, partnership, and other leadership opportunities as a top‑tier performer and team player
Requirements
- Seven (7)+ years of new client financial services sales experience (not servicing)
- Active State Life & Health Insurance Licenses
- Series 65 or equivalent
- GRIT mindset – accountability, ownership, problem solving, and toughness
- Full‑time, in‑office position
- Office locations: Blue Ash, Hamilton, and Ft. Wright
Benefits
- Generous PTO policy
- Health, Dental, and Life Insurance
- 401(k) plan
Pay
- Base salary: $225,000 to $275,000, depending on experience
- Additional uncapped production and bonus compensation