Retirement Planner/Financial Advisor

Golden Reserve, LLC; Akron (OH); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Generous PTO policy

Health, Dental, and Life Insurance

401(k) plan

Guaranteed salary increase

Job summary

Golden Reserve, LLC in Akron, Ohio is seeking an experienced financial sales professional to manage client meetings and uphold company standards. The role focuses on utilizing provided leads to build retirement plans and offer retirees comprehensive financial advice.

The ideal candidate will benefit from a competitive salary up to $200,000, guaranteed salary increase, generous PTO, and additional bonuses. A proven track record in financial services and relevant licenses are required for success in this position.

Qualifications

• 3+ years of new-client financial services sales experience.
• Active State Life & Health Insurance Licenses required.
• Series 65 or equivalent license needed.

Responsibilities

• Conduct client meetings and uphold company's processes.
• Build retirement plans and provide financial advice.
• Utilize pre-qualified leads for meetings with clients.

Skills

New-client financial services sales experience

Active State Life & Health Insurance Licenses

Series 65 or equivalent

Accountability and problem-solving

Job description

Description

Golden Reserve is looking for an experienced financial sales professional. This role will be responsible for conducting client meetings and upholding Golden Reserve's processes and standards at the highest level.

We understand the challenges many advisors face when they aren't handed a book of business or access to an established network. That's why we built a company that sources the leads for you, allowing you to focus on building retirement plans and helping retirees.

We are a full-service RIA and insurance firm that was built 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're just getting started.

We Provide:

• Salary: $150,000–$200,000 base salary, depending on experience
• Guaranteed $25,000 salary increase beginning in your second year
• Additional uncapped production and bonus compensation

Prospects

• No book of business required—we provide pre-qualified leads

Benefits

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

We Require:

• Three (3)+ 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.