Senior Retirement Planner/Senior Financial Advisor at Golden Reserve LLC

Wexford, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Sep, 26

Salary

275000.0

Posted On

16 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Sales, Client Relationship Management, Retirement Planning, Mentoring, Lead Conversion, Financial Advising, Insurance Sales

Industry

Financial Services

Description

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) • 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.

Responsibilities

Lead client meetings and uphold company processes and standards for retirement planning. Serve as a culture leader and mentor for developing advisors within the firm.