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
Requirements
- 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.
Qualifications
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 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
- 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
Benefits
We provide:
- Generous PTO policy
- Health, Dental, and Life Insurance
- 401(k) plan
Why Golden Reserve?
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 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
- 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
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.
Pay
Salary: $225,000 to $275,000 base salary, depending on experience
Schedule
N/A
Benefits
Generous PTO policy
Health, Dental, and Life Insurance
401(k) plan
Skills
Not specified
Benefits
Generous PTO policy
Health, Dental, and Life Insurance
401(k) plan
Application Instructions
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.