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 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

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.

Our Company

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. Our lead generation is driven by our nationwide radio and television show, 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.

Learn More

To learn more about what makes Golden Reserve different from other financial firms, visit 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.