Senior Retirement Planner — Lead, Mentor & Drive Growth

Golden-Reserve-LL; Cincinnati (OH); On-site; USD 225,000 - 275,000; Full time

Benefits offered by this job

Salary $225k–$275k base

Uncapped production bonus

Generous PTO

Health, Dental, Life Insurance

401(k) plan

Job summary

Golden Reserve LLC in Cincinnati, OH is seeking an experienced Senior Retirement Planner/Senior Financial Advisor to lead client meetings and uphold firm processes and standards. The role includes mentoring developing advisors and potential advancement into management and partnership.

We offer a full-time in-office position with pre-qualified leads, a base salary plus uncapped production and bonuses, and benefits including PTO and 401(k). Office locations include Blue Ash, Hamilton and Ft.

Qualifications

• Seven (7)+ years of new client financial services sales experience (not servicing).
• GRIT and a blue-collar mindset focused on accountability and problem solving.

Responsibilities

• Lead client meetings and uphold firm processes and standards.
• Serve as culture leader and mentor for developing advisors.
• Opportunity to pursue management, partnership and leadership roles within the firm.

Skills

Financial sales

Client meetings

Mentoring

Leadership

Job description

Golden Reserve LLC in Cincinnati, OH is seeking an experienced Senior Retirement Planner/Senior Financial Advisor to lead client meetings and uphold firm processes and standards. The role includes mentoring developing advisors and potential advancement into management and partnership.

We offer a full-time in-office position with pre-qualified leads, a base salary plus uncapped production and bonuses, and benefits including PTO and 401(k). Office locations include Blue Ash, Hamilton and Ft.