Senior Retirement Planner/Senior Financial Advisor

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 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
  
  
  
  • o $225,000 to $275,000 base salary, depending on experience
  
  
  • o Additional uncapped production and bonus compensation
  
  
  
  


• Prospects
  
  
  
  • o No book of business required. We provide pre qualified leads.
  
  
  
  


• Benefits
  
  
  
  • o Generous PTO policy
  
  
  • o Health, Dental, and Life Insurance
  
  
  • o 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.

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.