Senior Retirement Planner/Senior Financial Advisor

Golden Reserve

$225K — $275K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of financial services sales experience focusing on acquiring new clients
  • Active State Life & Health Insurance Licenses
  • Series 65 or equivalent certification
  • Demonstrated grit and a blue-collar mindset
  • Proven track record of accountability and problem-solving abilities

Responsibilities

  • Lead client meetings to foster strong relationships
  • Uphold Golden Reserve's processes and standards
  • Mentor and develop less experienced advisors
  • Identify and pursue opportunities for management or partnership roles
  • Represent the firm’s culture and values during client interactions

Benefits

  • Generous PTO policy
  • Health, Dental, and Life Insurance coverage
  • 401(k) retirement plan with company contributions
  • Pre-qualified leads provided, minimizing initial client acquisition efforts
Full Job 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 serving as a culture leader and mentor for developing advisors.

Advisors who establish themselves as top tier performers and team players will have opportunities to pursue management, partnership, and other leadership roles within the firm.

We Provide:
Salary
o $225,000 to $275,000 base salary, depending on experience
o Additional uncapped production and bonus compensation
• Prospects
o No book of business required. We provide pre qualified leads.
• Benefits
o Generous PTO policy
o Health, Dental, and Life Insurance
o 401(k) plan

We Require:
• Seven (7)+ 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.

Salary Description

$225,000.00- $275,000.00

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