Senior Retirement Planner/Senior Financial Advisor

AlerStallings, LLC; Cincinnati (OH); On-site; USD 225,000 - 275,000; Full time

Benefits offered by this job

Pre-qualified leads

Uncapped bonus

Generous PTO

Health, dental, and life insurance

401(k) plan

Job summary

Golden Reserve, a full-service RIA and insurance firm, seeks a senior financial sales professional in-office in Ohio. You will lead client meetings, uphold firm standards, and mentor developing advisors, with potential to move into leadership roles as you perform.

Strong pre-qualified leads and a supportive marketing engine back you up. We provide a base salary of $225,000 to $275,000 plus uncapped production and bonus compensation, with generous benefits and a growing national footprint.

Qualifications

• Seven (7) years+ of new client financial services sales experience (not servicing).
• Blue-collar mindset with accountability, ownership and problem solving.

Responsibilities

• Lead client meetings and drive new client acquisition.
• Uphold Golden Reserve's processes and standards.
• Serve as culture leader and mentor for developing advisors.

Skills

GRIT

Sales leadership

Client meetings

Mentoring

Job description

Golden Reserve is looking for an experienced financial sales professional. This senior level sales role is responsible for leading client meetings, upholding Golden Reserve's processes and standards, and serving as a culture leader and mentor for developing advisors.

Advisors who establish themselves as top tier performers and team players will have opportunities to pursue management, partnership, and other leadership roles within the firm.

We are a full service RIA and insurance firm that built our company 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 are just getting started.

We Provide

• Salary
  • $225,000 to $275,000 base salary, depending on experience
  • 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

• Seven (7)+ years of new client financial services sales experience (not servicing)
• GRIT. We built this company brick by brick with a blue collar mindset that embraces accountability, ownership, problem solving, and toughness.

This role is full time in office. We have office locations in Blue Ash, Hamilton and Ft. Wright.

You can also explore our CEO's Amazon bestselling book, Fire Your Financial Advisor: 40 Years of Greed & Exploitation of the American Retiree and How You Can Fight Back, which helps define our company's culture, mission, and commitment to serving retirees. Learn more at www.fireyourfinancialadvisor.com.