Retirement Planner at Golden Reserve LLC

Carmel, Indiana, United States -

Full Time

Start Date

Immediate

Expiry Date

22 May, 26

Salary

175000.0

Posted On

21 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Advising, Client Meetings, Retirement Planning, Client Relationship Cultivation, Sales Performance, Client Service, Lead Generation, Accountability, Ownership, Problem-Solving, Toughness

Industry

Financial Services

Description

Description Golden Reserve is looking for an experienced financial advisor. This role will have the opportunity to execute client meetings, design retirement plans and cultivate meaningful client relationships. The expectation will be to establish yourself as a top-tier sales performer while delivering exceptional client service. We are a full-service RIA and insurance firm, that built our company trying to not just change the financial industry for the retirees we serve – but for the team of financial professionals we hire. Some of the driving reasons advisors choose Golden Reserve: (1) world-class media-driven marketing allowing us to provide you with pre-qualified leads, (2) flat-fee client pricing and (3) partnerships with estate planning law firms and CPA firms to allow each plan to include legal and tax services for our clients, at no additional cost. Golden Reserve lead generation is driven by our nation-wide radio and television show (https://www.youtube.com/@fireyourfinancialadvisor), dinner workshops, university classes, best-selling book, digital marketing and world-class client services. In a short period of time, we have grown to 40+ offices covering 9 states, and just getting started. We Provide: - Salary o $150,000 - $175,000 salary, based on experience o Additional uncapped production and bonus compensation o Guaranteed $25,000 salary bump increase after first 12 months - Prospects o You don’t need a book of business – we provide you with pre-qualified leads - Benefits o Generous PTO policy, Health & Dental, 401(k) & Life Insurance We Require: - Three (3)+ Years of new client selling experience (not servicing and supporting existing clients) - State Life & Health Insurance Licenses - FINRA Series 65, or equivalent - GRIT – we all built this company brick by brick with a blue-collar mindset embracing accountability, ownership, problem-solving and toughness If you want to help us change the world of finance and are looking for a challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY – learn more about how Golden Reserve is different than other financial firms at www.goldenreserve.com. Take a look at our CEO’s Amazon bestselling book that defines our company’s culture and mission – Fire Your Financial Advisor : 40 Years of Greed & Exploitation of the American Retiree and How You Can Fight Back (www.fireyourfinancialadvisor.com

Responsibilities

This role involves executing client meetings, designing comprehensive retirement plans, and cultivating meaningful client relationships. The expectation is to establish oneself as a top-tier sales performer while consistently delivering exceptional client service.