Senior Retirement Planner - Lead Advisor, Mentor & Growth

AlerStallings; Pittsburgh (Allegheny County); On-site; USD 225,000 - 275,000; Full time

Benefits offered by this job

Generous PTO

Health, Dental, and Life Insurance

401(k) plan

Job summary

Golden Reserve is seeking an experienced financial sales professional to lead client meetings, uphold firm processes and standards, and mentor developing advisors. This senior role emphasizes grit, ownership, and a culture-driven leadership approach.

Advisors with top performance potential can pursue management and partnership opportunities as the firm continues its nationwide expansion, supported by pre-qualified leads and strong marketing partnerships.

Qualifications

• Seven (7)+ years of new client financial services sales experience.
• Ability to lead client meetings and uphold firm processes and standards.
• Demonstrated grit and ownership mindset to drive results.

Responsibilities

• Lead client meetings and uphold Golden Reserve's processes and standards.
• Serve as a culture leader and mentor for developing advisors.
• Leverage pre-qualified leads to grow the advisory practice.

Skills

Financial services sales

New client acquisition

Mentoring / coaching

Job description

Golden Reserve is seeking an experienced financial sales professional to lead client meetings, uphold firm processes and standards, and mentor developing advisors. This senior role emphasizes grit, ownership, and a culture-driven leadership approach.

Advisors with top performance potential can pursue management and partnership opportunities as the firm continues its nationwide expansion, supported by pre-qualified leads and strong marketing partnerships.