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Jobs at Golden Reserve (Now Hiring) — 8 open

Golden Reserve logoGolden Reserve

Retirement Planner/Financial Advisor

Novi, Michigan, United States · On-site

$150k–$200k/yr

Mid level

Description Golden Reserve is looking for an experienced financial sales professional. This role will be responsible for conducting client meetings and upholding Golden Reserve's processes and standards at the highest le…

Skills: Financial Planning, Retirement Planning, Financial Sales, Client Relationship Management, Lead Conversion

Golden Reserve logoGolden Reserve

Senior Retirement Planner/Senior Financial Advisor

Independence, Ohio, United States · On-site

$225k–$275k/yr

Senior

Description Golden Reserve is looking for an experienced financial sales professional. This senior level sales role is responsible for leading client meetings, upholding Golden Reserve's processes and standards, and serv…

Skills: Financial Sales, Client Relationship Management, Retirement Planning, Mentoring, Leadership

Golden Reserve logoGolden Reserve

Senior Retirement Planner/Senior Financial Advisor

Wexford, Pennsylvania, United States · On-site

$225k–$275k/yr

Senior

Description Golden Reserve is looking for an experienced financial sales professional. This senior level sales role is responsible for leading client meetings, upholding Golden Reserve's processes and standards, and serv…

Skills: Financial Sales, Client Relationship Management, Retirement Planning, Mentoring, Lead Conversion

Golden Reserve logoGolden Reserve

Retirement Planner/Financial Advisor

Fairlawn, Ohio, United States · On-site

$150k–$200k/yr

Mid level

Description Golden Reserve is looking for an experienced financial sales professional. This role will be responsible for conducting client meetings and upholding Golden Reserve's processes and standards at the highest le…

Skills: Financial Planning, Sales, Client Relationship Management, Retirement Planning, Insurance Sales

Golden Reserve logoGolden Reserve

Retirement Planner/Financial Advisor

Independence, Ohio, United States · On-site

$150k–$200k/yr

Mid level

Description Golden Reserve is looking for an experienced financial sales professional. This role will be responsible for conducting client meetings and upholding Golden Reserve's processes and standards at the highest le…

Skills: Financial Planning, Sales, Client Relationship Management, Retirement Planning, Insurance Sales

Golden Reserve logoGolden Reserve

Retirement Planner/Financial Advisor

Scott Township, Pennsylvania, United States · On-site

$150k–$200k/yr

Mid level

Description Golden Reserve is looking for an experienced financial sales professional. This role will be responsible for conducting client meetings and upholding Golden Reserve's processes and standards at the highest le…

Skills: Financial Planning, Sales, Client Relationship Management, Retirement Planning, Insurance Sales

Golden Reserve logoGolden Reserve

Tax Preparer

Dublin, Ohio, United States · On-site

$90k–$120k/yr

Senior

Description Golden Reserve is seeking a skilled and detail-oriented Tax Preparer to join our team in Dublin, Ohio. In this role, you will be responsible for preparing and filing accurate tax returns for our clients, ensu…

Skills: Tax Preparation, Tax Planning, Accounting, Federal Tax Law, State Tax Law

Golden Reserve logoGolden Reserve

Tax Preparer

Independence, Ohio, United States · On-site

$90k–$120k/yr

Senior

Description Golden Reserve is seeking a skilled and detail-oriented Tax Preparer to join our team in Cleveland, Ohio. In this role, you will be responsible for preparing and filing accurate tax returns for our clients, e…

Skills: Tax Preparation, Accounting, Tax Planning, Drake Software, UltraTax

Golden Reserve logo

Retirement Planner/Financial Advisor

Golden Reserve

Novi, Michigan, United States • On-site

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Mid level

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  • $150k–$200k/yr
  • Full-time
  • professional certificate
  • Paid Time Off, Health Insurance, Dental Insurance, Life Insurance, 401(k) Plan
  • Posted 4d ago
  • ~40 hrs/week

Responsibilities

The role involves conducting client meetings to build comprehensive retirement plans for retirees. The advisor will utilize pre-qualified leads to drive sales while upholding company standards and processes.

Requirements

Candidates must have at least three years of new-client financial services sales experience. Required credentials include active State Life & Health Insurance Licenses and a Series 65 or equivalent certification.

Full job description

Description

Golden Reserve is looking for an experienced financial sales professional. This role will be responsible for conducting client meetings and upholding Golden Reserve's processes and standards at the highest level.

We understand the challenges many advisors face when they aren't handed a book of business or access to an established network. That's why we built a company that sources the leads for you, allowing you to focus on building retirement plans and helping retirees.

We are a full-service RIA and insurance firm that was built not only to change the financial industry for the retirees we serve, but also for the financial professionals we hire.

Some of the key reasons advisors choose Golden Reserve include: (1) world-class, media-driven marketing that provides all the pre-qualified leads you need to succeed, (2) flat-fee client pricing, and (3) partnerships with estate planning law firms and CPA firms that allow every retirement plan to include legal and tax services for our clients at no additional cost.

Golden Reserve's lead generation is driven by its nationwide radio and television show (https://www.youtube.com/@fireyourfinancialadvisor), educational workshops, digital marketing, and world-class client service. In a short period of time, we have grown to more than 40 offices across nine states—and we're just getting started.

We Provide:

  • Salary: $150,000–$200,000 base salary, depending on experience
  • Guaranteed $25,000 salary increase beginning in your second year
  • Additional uncapped production and bonus compensation
  • Prospects
  • No book of business required—we provide pre-qualified leads
  • Benefits
  • Generous PTO policy
  • Health, Dental, and Life Insurance
  • 401(k) plan

We Require:

  • Three (3)+ years of new-client financial services sales experience (not servicing)
  • Active State Life & Health Insurance Licenses
  • Series 65 or equivalent
  • GRIT – We built this company brick by brick with a blue-collar mindset that embraces accountability, ownership, problem-solving, and toughness.

If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, we encourage you to apply and submit your resume.

Before you apply, learn more about what makes Golden Reserve different from other financial firms at www.goldenreserve.com.

You can also explore our CEO's Amazon bestselling book, Fire Your Financial Advisor: 40 Years of Greed & Exploitation of the American Retiree and How You Can Fight Back, which helps define our company's culture, mission, and commitment to serving retirees.

Learn more at www.fireyourfinancialadvisor.com.

Related keywords

Retirement PlanningFinancial AdvisorRIASeries 65Life Insurance LicenseHealth Insurance LicenseFinancial SalesLead GenerationEstate PlanningTax ServicesWealth ManagementClient Acquisition

About Golden Reserve

LinkedInVisit site

A retirement planning firm.

Industry
Financial Services
Company size
11-50 employees
Headquarters
Dublin, Ohio
LinkedIn followers
1,347

Reaching retirement is the greatest climb of your life, yet some financial planners abandon their clients at the summit, without a strategy or the proper tools for the remainder of the journey. Hard working retirees deserve better. That's why we formed Golden Reserve. At Golden Reserve, we built a group of affiliated tax, insurance, legal and investment companies, all working together under one roof, to provide you with the services you need to navigate not just financial risks, but many of the largest legal and tax related risks of Retirement too. -Retirement Income Strategies -Long-Term Care & Asset Protection -IRA & Tax Strategies -Market Risk Analysis -Investment Fee Analysis Investment advisory services offered through Golden Reserve Retirement, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where Golden Reserve Retirement, LLC and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Golden Reserve Retirement, LLC unless a client service agreement is in place. You may find additional information about our firm by visiting the Investment Adviser Public Disclosure (IAPD) website by searching our firm name at: https://www.adviserinfo.sec.gov/.

Offices: 6037 Frantz Rd., Suite 106, Dublin, Ohio 43017, US · 115 W Columbus Ave, Bellefontaine, Ohio 43311, US · 4665 Douglas Circle NW, Canton, Ohio 44718, US · 15 N Franklin St, Delaware, Ohio 43015, US · 15300 US-224, Unit B, Findlay, OH 45840, US

ConsultingRetirementFinancial Services
View all jobs at Golden Reserve

About Golden Reserve

LinkedInVisit site

A retirement planning firm.

Industry
Financial Services
Company size
11-50 employees
Headquarters
Dublin, Ohio
LinkedIn followers
1,347

Reaching retirement is the greatest climb of your life, yet some financial planners abandon their clients at the summit, without a strategy or the proper tools for the remainder of the journey. Hard working retirees deserve better. That's why we formed Golden Reserve. At Golden Reserve, we built a group of affiliated tax, insurance, legal and investment companies, all working together under one roof, to provide you with the services you need to navigate not just financial risks, but many of the largest legal and tax related risks of Retirement too. -Retirement Income Strategies -Long-Term Care & Asset Protection -IRA & Tax Strategies -Market Risk Analysis -Investment Fee Analysis Investment advisory services offered through Golden Reserve Retirement, LLC, a registered investment advisor. Advisory services are only offered to clients or prospective clients where Golden Reserve Retirement, LLC and its representatives are properly licensed or exempt from licensure. The information contained herein is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Golden Reserve Retirement, LLC unless a client service agreement is in place. You may find additional information about our firm by visiting the Investment Adviser Public Disclosure (IAPD) website by searching our firm name at: https://www.adviserinfo.sec.gov/.

Offices: 6037 Frantz Rd., Suite 106, Dublin, Ohio 43017, US · 115 W Columbus Ave, Bellefontaine, Ohio 43311, US · 4665 Douglas Circle NW, Canton, Ohio 44718, US · 15 N Franklin St, Delaware, Ohio 43015, US · 15300 US-224, Unit B, Findlay, OH 45840, US

ConsultingRetirementFinancial Services
View all jobs at Golden Reserve

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