Client Servicing Retirement Planner

Golden Reserve LLC•Independence, OH

80d•Onsite

About The Position

At Golden Reserve, we understand the challenges financial advisors face, such as building a client base from scratch and the lack of genuine support. We are committed to changing this landscape for both retirees and the Client Servicing Retirement Planners (CSRP) we hire. This role is distinct because its primary focus is not sales, but rather managing, updating, and taking complete ownership of every aspect of a client's retirement success.

Requirements

3+ years of client-facing and servicing financial planning or advisor experience
Active Life & Health Insurance License
Series 65 or equivalent
Strong planning skills
Tax literacy
Client-first mindset
Grit — hustle, take ownership, and deliver on promises

Responsibilities

Own and manage a dedicated book of clients
Lead annual reviews, tax planning meetings, and ongoing strategy discussions
Deliver an unmatched client experience across investment, insurance, legal, and tax
Act as the central relationship driver, supported by an in-house team of CPAs, attorneys, and client service professionals
Build meaningful relationships with clients that lead to world-class client retention and client referral opportunities
Ensure that existing clients' retirement needs are met
Serve as the primary relationship manager and deliver consistent, high-touch client experience
Demonstrate commitment and a belief in a new way of planning