Jobs · Finance · Ohio

Senior Retirement Planner/Senior Financial Advisor

Golden Reserve · Cleveland, OH · 1 mo ago
On-siteFinance$225k–$275k/yrFull-time
We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. No job title heading. No Job ID. Remove boilerplate. Preserve all substantive info. Let's parse the posting. Content: - "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." That's about the role, responsibilities. - "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: (1) world class, media driven marketing that provides all the pre qualified leads you need to succeed, (2) flat fee client pricing, and (3) 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. Golden Reserve's lead generation is driven by its nationwide radio and television show (https://www.youtube.com/@fireyourfinancialadvisor), educational workshops, digital marketing, and world class client service. In a short period of time, we have grown to more than 40 offices across nine states, and we are just getting started." That's about company, maybe "About the role" or "About the company". The instruction says headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can use About the role for description of role and company. - "We Provide: • Salary o $225,000 to $275,000 base salary, depending on experience o Additional uncapped production and bonus compensation• Prospects o No book of business required. We provide pre qualified leads.• Benefits o Generous PTO policy o Health, Dental, and Life Insurance o 401(k) plan" Thus we have Pay (salary), Benefits, Prospects (maybe not a standard heading). The instruction only allows certain headings; we can include Pay and Benefits sections. Prospects could be part of Responsibilities? It's more about leads provided. Could be part of About the role or Responsibilities. But we can maybe include a "Responsibilities" section that includes leading client meetings, upholding processes, culture leader, mentor, etc. Also mention that they provide pre-qualified leads (prospects). Could be part of Responsibilities. - "We Require: • Seven (7)+ 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. 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." Thus Requirements: 7+ years experience, active licenses, Series 65, GRIT (maybe a skill/attribute). Could also be Qualifications. The instruction includes both Requirements and Qualifications; we need to decide which to use. Usually Requirements = mandatory; Qualifications = preferred. Here they list mandatory. Could put under Requirements. Could also include Qualifications for GRIT? But GRIT is more a trait. Could put under Skills. We also have "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. Learn more at www.fireyourfinancialadvisor.com." This is boilerplate? It's promotional but not required to remove? It's not cookie/navigation/legal/EEO etc. It's extra info about company culture. Could be included under About the role or maybe a separate section like "About the company". But we only have allowed headings; we could put that info under About the role as well. We must not include application instructions. The lines "Before you apply, learn more..." is not exactly application instruction but it's a call to learn more; still maybe considered promotional but not instruction to apply. It's okay to keep? The instruction says remove application instructions. This is not exactly instruction to apply; it's a suggestion to learn more. Might be okay to keep. We must not repeat job title as heading. No Job ID. We must not create Pay/Schedule/Benefits sections unless posting actually states them. Pay is stated: salary range. Benefits stated. Schedule not stated, so omit Schedule section. We must not create sections with filler like "commensurate with experience". We have actual numbers. Thus sections: About the role (or About the company), Responsibilities, Requirements, Benefits, Pay. Possibly Skills (if we have GRIT). Could also put GRIT under Skills. Let's decide: - About the role: description of role, senior level sales role, leading client meetings, upholding processes, culture leader mentor, opportunities for management/partnership, company description (full service RIA, reasons advisors choose, lead generation, growth). Could also include the promotional links. - Responsibilities: leading client meetings, upholding Golden Reserve's processes and standards, serving as a culture leader and mentor for developing advisors. Also maybe "providing pre-qualified leads" is not a responsibility but a benefit. Could keep responsibilities as those three bullet points. - Requirements: 7+ years new client financial services sales experience (not servicing), active State Life & Health Insurance Licenses, Series 65 or equivalent. - Skills: GRIT (accountability, ownership, problem solving, toughness). Could also include "top tier performer and team player" but that's more outcome. - Benefits: Generous PTO policy, Health, Dental, and Life Insurance, 401(k) plan. - Pay: $225,000 to $275,000 base salary, depending on experience; Additional uncapped production and bonus compensation. We should not include Prospects as separate heading; maybe include under Benefits? Not exactly benefit. Could include under About the role: "We provide pre-qualified leads." That is a provision. Let's craft HTML. We need

for each section heading. Then content: either

for prose, or

  • for lists. We must not include empty sections. Let's draft:

    About the role

    Golden Reserve is looking for an experienced financial sales professional for a senior level sales role. The position involves leading client meetings, upholding the firm's processes and standards, and serving as a culture leader and mentor for developing advisors. Top performers have opportunities to pursue management, partnership, and other leadership roles within the firm. Golden Reserve is a full‑service RIA and insurance firm that serves retirees and financial professionals alike, offering world‑class media‑driven marketing that supplies pre‑qualified leads, flat‑fee client pricing, and partnerships with estate‑planning law firms and CPA firms that provide legal and tax services at no extra cost. Lead generation is driven by a nationwide radio and television show, educational workshops, digital marketing, and outstanding client service. The firm has grown to over 40 offices across nine states and continues to expand.

    Responsibilities

    • Lead client meetings
    • Uphold Golden Reserve's processes and standards
    • Serve as a culture leader and mentor for developing advisors

    Requirements

    • Seven (7)+ years of new client financial services sales experience (not servicing)
    • Active State Life & Health Insurance Licenses
    • Series 65 or equivalent

    Skills

    • GRIT – accountability, ownership, problem solving, and toughness

    Benefits

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

    Pay

    • $225,000 to $275,000 base salary, depending on experience
    • Additional uncapped production and bonus compensation
    We should not include Schedule section. Check for any boilerplate: we removed "Before you apply..." lines. Also removed "Learn more at www.fireyourfinancialadvisor.com." and the book mention. That's promotional but not required; but we could keep it under About the role as extra info. However the instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The promotional lines are not those categories, but they are not essential substantive info about the job? They are about company culture and resources. Might be considered substantive? The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep that info if it's substantive. It's about the company's culture, mission, and commitment. Could be considered substantive. However we already covered culture in About the role. The book and website links are extra. Might be okay to keep but not required. The instruction says "Prefer a few substantive sections over many thin ones." Adding extra links may create thin content. Might be better to omit them as they are not core job details. However they are part of the posting; but they are not about the role, responsibilities, requirements, etc. They are more like marketing. The instruction says remove duplicated lines, cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. This is not those. It's still part of the posting. But we could include a short paragraph under About the role referencing the book and website. Let's see if we can incorporate without making a thin section. We could add a sentence: "Learn more about the firm’s culture and mission at www.goldenreserve.com and through the CEO’s bestselling book, Fire Your Financial Advisor." That's not too thin. Thus modify About the role paragraph to include that. Let's rewrite About the role:

    Golden Reserve is looking for an experienced financial sales professional for a senior level sales role. The position involves leading client meetings, upholding the firm's processes and standards, and serving as a culture leader and mentor for developing advisors. Top performers have opportunities to pursue management, partnership, and other leadership roles within the firm. Golden Reserve is a full‑service RIA and insurance firm that serves retirees and financial professionals alike, offering world‑class media‑driven marketing that supplies pre‑qualified leads, flat‑fee client pricing, and partnerships with estate‑planning law firms and CPA firms that provide legal and tax services at no extra cost. Lead generation is driven by a nationwide radio and television show, educational workshops, digital marketing, and outstanding client service. The firm has grown to over 40 offices across nine states and continues to expand. Learn more about the firm’s culture and mission at www.goldenreserve.com and through the CEO’s bestselling book, Fire Your Financial Advisor: 40 Years of Greed & Exploitation of the American Retiree and How You Can Fight Back (www.fireyourfinancialadvisor.com).

    We need to ensure we don't add extra markup like maybe okay; it's still HTML. The instruction didn't forbid links. It's fine. Now check

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