Client Servicing Retirement Planner - Base Salary + Bonus Opportunity

A Hiring Company; Pittsburgh (Allegheny County); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with company match

Uncapped bonuses

Job summary

A leading retirement planning firm in Pittsburgh seeks a Client Servicing Retirement Planner to manage and oversee clients' retirement success. You'll own a dedicated book of clients, lead strategy discussions, and deliver an exceptional client experience. Ideal candidates have 2-4 years of financial advising experience and must excel in relationship management. Competitive compensation includes a starting salary of $100,000 to $125,000 plus uncapped bonuses, health benefits, and a 401(k) plan.

Qualifications

• 2-4 years of experience in client servicing or financial advising.
• Strong communication and relationship-building skills.
• Commitment to providing world-class client service.

Responsibilities

• Own and manage a dedicated book of clients.
• Lead annual reviews and tax planning meetings.
• Deliver an unmatched client experience.

Skills

Client Retention

Relationship Management

Client Service

Tax Planning

Investment Knowledge

Job description

Overview

At Golden Reserve, we know the roadblocks that financial advisors face. The uphill battle to build your book from scratch. The vague promises of "support" that fade after onboarding. The feeling that unless you inherit a book or belong to the right country club, success is out of reach. We’re here to change that — not just for retirees, but for the Client Servicing Retirement Planners (CSRP) we hire. This role is unique because unlike most financial advisor positions, the primary function and responsibility of this person is not sales. A CSRP manages, updates and takes 100% ownership over every aspect of their client’s retirement success.

Specifics

Responsibilities

• Own and manage a dedicated book of clients
• Lead annual reviews, tax planning meetings, and ongoing strategy discussions
• Deliver an unmatched client experience across investment, insurance, legal, and tax
• Be the central relationship driver, supported by our in-house team of CPAs, attorneys, and client service professionals
• Build meaningful relationships with clients that lead to world-class client retention and client referral opportunities

What Makes Golden Reserve Different?

We have built a model that removes the barriers most financial planners face:

• Flat Fee – we do not charge a % AUM model based on client’s assets under management; we charge the same flat fee for our client based on the services we provide
• No product pushing – our model is built around education, planning, and transparency using a blend of equities and insurance products
• Full-service support – with in-house legal, tax, and client service teams, you’re not alone in delivering value and have many of our resources just down the hall

What We Provide

• Salary + Uncapped Bonuses (Not Commission-Only)
• Retirement Planner (2–4 years’ experience): $100,000 - 125,000 starting salary
• Salaries are ongoing – they do not phase out or disappear
• Health, dental, and vision insurance
• 401(k) with company match

What We Expect

• Client Retention: You’ll be meeting existing clients — your goal is to ensure that their retirement needs are met
• World-Class Client Service: Be the primary relationship manager and deliver consistent, high-touch client experience
• Commitment: We’re not just hiring employees — we’re building leaders who believe in a new way of planning

Want to Learn More Before Applying?

• Fire Your Financial Advisor – Our CEO’s Amazon Bestselling Book
• Golden Reserve Careers & Culture; www.goldenreserve.com/careers

If you’re ready to be part of a company that's changing the future of retirement planning, apply today and join one of the fastest-growing firms in the Midwest.

Compensation details: 100000-125000 Yearly Salary