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Financial Paraplanner & Client Services Team Manager

Golden Reserve LLC•Independence, OH
•Onsite
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About The Position

Golden Reserve is seeking an experienced paraplanner and client services team manager to lead a growing national paraplanner team, currently consisting of 17 individuals. This is a player-coach role, initially split 50/50 between paraplanner duties and leadership management, with management responsibilities increasing as the team expands. The successful candidate is expected to become a top paraplanner performer within the first year, gradually taking on more leadership responsibilities. Golden Reserve is a full-service RIA and insurance firm, rapidly expanding with over 40 offices across 9 states, aiming to transform the financial industry for retirees and its employees. The paraplanner manager team is crucial for financial plan development, annuity application processing, paperwork preparation, policy delivery meetings, annual review preparation, and serving as the primary client communication point. Success in this role requires a positive attitude and an organized approach to priorities. The company's lead generation is driven by its nationwide radio and television show, seminar workshops, digital presence, and world-class client services.

Requirements

  • Three (3)+ Years of management experience (having direct reports)
  • Five (5)+ Years of professional service paraplanner experience
  • Ohio Life and Health Insurance license
  • Communication Excellence – managing and inspiring a team, and supporting our clients requires a world class communicator, both internally and externally
  • Management – you will be asked to lead a multi-location team to drive process while maintaining and managing a growth culture with constant change
  • Problem Solving – you will be asked to think and solve problems real time as your team and this position grows
  • GRIT – we all built this company brick by brick with a blue-collar mindset embracing accountability, ownership, problem-solving and toughness

Responsibilities

  • Building out financial plans
  • Managing open annuity application processing until issuance
  • Prepping all custodian and insurance paperwork
  • Running policy delivery meetings
  • Annual review preparation
  • Being the first line for communication for all client requests and communication

Benefits

  • $100,000 - $125,000 annual salary, based on experience
  • Ongoing Management Training & Support
  • Generous PTO policy
  • Health & Dental
  • 401(k)
  • Life Insurance

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What This Job Offers

Job Type

Full-time

Career Level

Senior

Education Level

No Education Listed

Number of Employees

11-50 employees

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Based on current job postings on Teal, the average Custodian salary in the US is approximately $39,000 per year, with a typical range of $29,000 to $52,000.

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