Senior Retirement Planner/Senior Financial Advisor
About The Position
Golden Reserve is seeking an experienced financial sales professional for a senior-level sales role. This position is responsible for leading client meetings, adhering to Golden Reserve's established processes and standards, and acting as a cultural leader and mentor to developing advisors. Top-performing, team-oriented advisors will have opportunities for advancement into management, partnership, and other leadership roles within the firm. Golden Reserve is a full-service RIA and insurance firm committed to transforming the financial industry for both retirees and financial professionals. Key advantages for advisors include world-class, media-driven marketing providing pre-qualified leads, flat-fee client pricing, and partnerships with estate planning law and CPA firms, ensuring clients receive integrated legal and tax services at no extra cost. Lead generation is fueled by a nationwide radio and television show, educational workshops, digital marketing, and exceptional client service. The firm has rapidly expanded to over 40 offices across nine states and continues to grow.
Requirements
- Seven (7)+ 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
- Leading client meetings
- Upholding Golden Reserve's processes and standards
- Serving as a culture leader and mentor for developing advisors
- Establishing themselves as top-tier performers and team players
Benefits
- Generous PTO policy
- Health, Dental, and Life Insurance
- 401(k) plan
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
