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 advisors who demonstrate strong teamwork 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 the retirees they serve and the financial professionals they employ. Key advantages for advisors at Golden Reserve include world-class, media-driven marketing that supplies all necessary pre-qualified leads, a flat-fee client pricing structure, and partnerships with estate planning law and CPA firms, ensuring clients receive integrated legal and tax services at no extra cost. The firm's lead generation is powered by a nationwide radio and television show, educational workshops, digital marketing, and exceptional client service. In a short time, Golden Reserve has 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
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
