Retirement Planner/Financial Advisor

AlerStallings; Cleveland (OH); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Generous PTO

Health Insurance

Dental Insurance

401(k)

Life Insurance

Job summary

A financial services company in Greater Cleveland is seeking an experienced financial retirement planner. The role offers a competitive salary starting at $150,000 with increasing potential, alongside generous benefits including 401(k) and health insurance. Candidates should have over three years of new client meeting experience and relevant licenses. This position provides all pre-qualified leads, allowing focus on conversion and client service while supporting professional development through training.

Qualifications

• Minimum of three years of experience in meeting new clients.
• Possession of relevant state licenses.
• Registration with FINRA Series 65 or equivalent.

Responsibilities

• Convert leads into new client accounts.
• Provide excellent service to existing clients.
• Commit to sales systems and training.

Skills

New client meeting experience

Accountability

Problem-solving

Client service excellence

Education

State Life and Health Insurance Licenses

FINRA Series 65 registration

Job description

Golden Reserve is looking for an experienced financial retirement planner for our Greater Cleveland locations (including Independence, Sheffield Village, Pepper Pike, and Akron). We understand the challenges of breaking into the financial industry and support our team by providing all client leads through TV, radio, seminars, and digital channels.

What We Offer

• Salary: Retirement Planner – $150,000, increasing to $175,000 in Year 2 (2–4 years of client‑selling experience). Senior Retirement Planner – $175,000, increasing to $200,000 in Year 2 (5+ years of client‑selling experience). Salaries are ongoing, include uncapped production, and bonus compensation.
• Benefits: Generous PTO, Health Insurance, Dental Insurance, 401(k), and Life Insurance.
• Leads & Support: All pre‑qualified leads are provided; no need to build a book of business.

Responsibilities

• Convert delivered leads into new client accounts.
• Provide excellent service to existing clients.
• Demonstrate commitment to our sales systems, training, and innovative approach to financial services.

Qualifications

• Three (3) years or more of new client meeting experience.
• State Life and Health Insurance Licenses.
• FINRA Series 65 registration or equivalent.
• GRIT: accountability, ownership, problem‑solving, and toughness.

If you want to help us change the world of finance, please complete the application and submit your résumé.