Senior Retirement Planner/Senior Financial Advisor

What We Offer

• Salary: $225,000 to $275,000 base salary, depending on experience
• Additional uncapped production and bonus compensation
• No book of business required. We provide pre-qualified leads.
• Generous PTO policy
• Health, Dental, and Life Insurance
• 401(k) plan

What You Need

• Seven (7)+ years of new client financial services sales experience (not servicing)
• Active State Life & Health Insurance Licenses
• Series 65 or equivalent
• GRIT: We embrace accountability, ownership, problem solving, and toughness.

Why Join Us?

We are a full-service RIA and insurance firm that builds our company to change the financial industry for retirees and the financial professionals we hire. Some key reasons advisors choose Golden Reserve include:

• World-class, media-driven marketing providing all the pre-qualified leads you need to succeed
• Flat fee client pricing
• Partnerships with estate planning law firms and CPA firms offering legal and tax services for our clients at no additional cost

What We Have to Offer

Our lead generation is driven by:

• Nationwide radio and television show
• Educational workshops
• Digital marketing
• World-class client service

About the Role

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.

Benefits

We provide:

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