Financial Advisor Retirement Planner

Golden Reserve

Not Interested
Bookmark
Report This Job

profile Job Location:

Dayton, TX - USA

profile Yearly Salary: USD 125000 - 200000
Posted on: 23 days ago
Vacancies: 1 Vacancy

Job Summary

Golden Reserve is looking for an experienced financial retirement planner for our locations in Centerville and Tipp City. We know the challenges you face to make it in the financial industry. Particularly if you dont inherit a book of business or your parents werent a member of the right country club. We know about the empty promises youve probably heard to get you in the door but very little support and guidance once you get started.


Golden Reserve built our company on trying to not just change the financial industry for retirees but also for the people we hire. We provide you with ALL of your leads from our TV & Radio Shows

( Seminars and Digital channels.


Our services model combines our internal attorneys CPAs and you all under one roof. And its working Golden Reserve is one of the fastest growing companies across the Midwest with 40 offices in 9 states and regularly recognized as one of the most innovative companies in the country.


We provide:


Salary:

  • Retirement Planner (24 years of client selling experience) - $125000 increasing to $175000 in Year 2
  • Senior Retirement Planner (5 years of client selling experience) - $150000 increasing to $200000 in Year 2
  • Salaries are ongoing and do not cease. Salaries include uncapped production and bonus compensation

Prospects you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads


Benefits Generous PTO policy Health Insurance Dental Insurance 401(k) & Life Insurance


We expect:


Conversion: we deliver the leads we expect you to win and convert them into clients


Service: provide excellent customer service to your existing clients


Commitment: we must earn your trust but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training


If you want to help us change the world of finance and are looking for a highly challenging and rewarding career please fill out our application and send over your resume. BUT BEFORE YOU APPLY this is NOT a typical financial services position so if you want to learn more check out: A Day in the Life of a Retirement Planner. And dont take our word for it listen to our team share how Golden Reserve Changed their life Retirement Planner Testimonials.


Click to see our Radio TV & YouTube shows ( and our CEOs Amazon bestselling book that defines our companys culture and mission Fire Your Financial Advisor ().


You can also learn more at .


Requirements

We require:

  • Three (3) years of new client meeting experience
  • State Life and Health Insurance Licenses
  • FINRA Series 65 registration or equivalent
  • GRIT we built this company brick by brick with a blue-collar mindset where accountability ownership problem-solving and toughness still matter
Salary Description
Starting at $125000 base per yr plus incentives

Required Experience:

Unclear Seniority

Golden Reserve is looking for an experienced financial retirement planner for our locations in Centerville and Tipp City. We know the challenges you face to make it in the financial industry. Particularly if you dont inherit a book of business or your parents werent a member of the right country clu...
View more view more

Key Skills

  • Estate Law
  • Trusts
  • Wealth Management
  • Financial Services
  • Financial Concepts
  • Microsoft Outlook
  • Microsoft Powerpoint
  • Securities Law
  • Financial Analysis
  • Budgeting
  • Financial Planning
  • Wills

About Company

Company Logo

We protect and guide retirees doing it differently than financial advisors. Discover a new path for retirement.

View Profile View Profile