Senior Retirement Planner/Senior Financial Advisor

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

Benefits offered by this job

Base salary $225k–$275k

Uncapped bonus

Pre-qualified leads

Health, dental, life insurance

401(k) plan

Generous PTO

Job summary

Golden Reserve is seeking an experienced financial sales professional to lead client meetings, uphold the firm’s standards, and mentor developing advisors. This senior role offers opportunities for advancement into management and partnerships within the growing RIA and insurance firm.

With nationwide marketing and pre-qualified leads, you will focus on new client acquisition, drive growth across multiple offices, and contribute to the firm’s culture of accountability and excellence.

Qualifications

• Seven (7)+ 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.

Responsibilities

• Lead client meetings and drive new business in financial services.
• Uphold Golden Reserve's processes and standards.
• Mentor developing advisors and contribute to firm culture.
• Manage relationships with pre-qualified leads and partnerships.

Skills

Sales experience

Leadership

Mentoring

Client meetings

Education

Series 65 or equivalent

State Life & Health Insurance Licenses

Job description

About this position

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)
• 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.

Before you apply, learn more about what makes Golden Reserve different from other financial firms at www.goldenreserve.com .

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 .