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 acquiring new clients in financial services sales
  • Active State Life & Health Insurance Licenses
  • Series 65 or equivalent certification
  • Strong commitment to accountability and ownership
  • Proven ability to problem-solve and demonstrate grit

Responsibilities

  • Lead and conduct client meetings effectively
  • Promote and uphold the company's processes and standards
  • Serve as a mentor for junior advisors
  • Encourage a culture of accountability and collaboration
  • Identify and pursue opportunities for growth within the firm

Benefits

  • Base salary ranging from $225,000 to $275,000
  • Uncapped production and bonus potential
  • Pre-qualified leads provided—no existing book of business required
  • Generous paid time off policy
  • Comprehensive health, dental, and life insurance plans
  • 401(k) retirement plan
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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