Retirement Planner/Financial Advisor

Golden Reserve • Pittsburgh, PA

5d

About The Position

Golden Reserve is seeking an experienced financial sales professional to join their team. This role focuses on conducting client meetings and adhering to Golden Reserve's established processes and standards. The company addresses the common challenge of advisors lacking a book of business or established network by providing pre-sourced leads. Golden Reserve is a full-service RIA and insurance firm dedicated to improving the financial industry for both retirees and financial professionals. Key advantages for advisors include world-class, media-driven marketing with pre-qualified leads, flat-fee client pricing, and partnerships with estate planning law and CPA firms, ensuring clients receive integrated legal and tax services. Lead generation is powered by a nationwide radio and television show, educational workshops, digital marketing, and exceptional client service. The company has rapidly expanded to over 40 offices across nine states.

Requirements

• Three (3)+ years of new-client financial services sales experience (not servicing)
• Active State Life & Health Insurance Licenses
• Series 65 or equivalent
• GRIT – a blue-collar mindset that embraces accountability, ownership, problem-solving, and toughness

Responsibilities

• Conducting client meetings
• Upholding Golden Reserve's processes and standards at the highest level
• Building retirement plans
• Helping retirees

Benefits

• Salary: $150,000–$200,000 base salary, depending on experience
• Guaranteed $25,000 salary increase beginning in your second year
• Additional uncapped production and bonus compensation
• Generous PTO policy
• Health, Dental, and Life Insurance
• 401(k) plan

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed