Retirement Planner/Financial Advisor

Golden Reserve•Independence, OH

5d•Onsite

About The Position

Golden Reserve is looking for an experienced financial sales professional. This role will be responsible for conducting client meetings and upholding Golden Reserve's processes and standards at the highest level. We understand the challenges many advisors face when they aren't handed a book of business or access to an established network. That's why we built a company that sources the leads for you, allowing you to focus on building retirement plans and helping retirees. We are a full-service RIA and insurance firm that was built 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're just getting started.

Requirements

Three (3)+ 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.