Client Servicing Retirement Planner

Independence, MO - USA

Yearly Salary: USD 100000 - 125000

Posted on: 18 hours ago

Vacancies: 1 Vacancy

Job Summary

At Golden Reserve we know the roadblocks that financial advisors face. The uphill battle to build your book from scratch. The vague promises of support that fade after onboarding. The feeling that unless you inherit a book or belong to the right country club success is out of reach.

Were here to change that not just for retirees but for the Client Servicing Retirement Planners (CSRP) we hire. This role is unique because unlike most financial advisor positions the primary function and responsibility of this person is not sales. A SCRP manages updates and takes 100% ownership over every aspect of their clients retirement success.

Specifics

Were looking for an experienced CSRP who will:

Own and manage a dedicated book of clients

Lead annual reviews tax planning meetings and ongoing strategy discussions

Deliver an unmatched client experience across investment insurance legal and tax

Be the central relationship driver supported by our in-house team of CPAs attorneys and client service professionals

Build meaningful relationships with clients that lead to world-class client retention and client referral opportunities.

What Makes Golden Reserve Different

We have built a model that removes the barriers most financial planners face:

Flat Fee we do not charge a % AUM model based on clients assets under management we charge the same flat fee for our client based on the services we provide

No product pushing our model is built around education planning and transparency using a blend of equities and insurance products

Full-service support with in-house legal tax and client service teams youre not alone in delivering value and have many of our resources just down the hall

What We Provide:

Salary Uncapped Bonuses (Not Commission-Only)

Retirement Planner (24 years experience): $100000 - 125000 starting salary

Salaries are ongoing they do not phase out or disappear

Plus:

Generous PTO

Health dental and vision insurance

401(k) with company match

Life insurance

What We Expect:

Client Retention: Youll be meeting existing clients your goal is to ensure that their retirement needs are met

World-Class Client Service: Be the primary relationship manager and deliver consistent high-touch client experience

Commitment: Were not just hiring employees were building leaders who believe in a new way of planning

Want to Learn More Before Applying

Fire Your Financial Advisor Our CEOs Amazon Bestselling Book

Golden Reserve Careers & Culture;

If youre ready to be part of a company thats changing the future of retirement planning apply today and join one of the fastest-growing firms in the Midwest.

Requirements

3 years of client-facing and servicing financial planning or advisor experience
Active Life & Health Insurance License
Series 65 or equivalent
Strong planning skills tax literacy and a client-first mindset
Grit were a blue-collar team in a white-collar world. We hustle take ownership and deliver on our promises

Salary Description

Starting at $100000 base per yr plus incentives

At Golden Reserve we know the roadblocks that financial advisors face. The uphill battle to build your book from scratch. The vague promises of support that fade after onboarding. The feeling that unless you inherit a book or belong to the right country club success is out of reach.Were here to chan...