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 new client financial services sales experience (focus on sales, not servicing)
  • Active State Life & Health Insurance Licenses
  • Series 65 or equivalent certification
  • Demonstrated GRIT: accountability, ownership, problem-solving, and toughness
  • Proven ability to take on leadership roles and mentor others

Responsibilities

  • Lead and conduct client meetings for financial planning
  • Uphold standards and processes set by Golden Reserve
  • Mentor and guide developing financial advisors
  • Establish and maintain high-performance team spirit
  • Drive initiatives to change the landscape of financial services

Benefits

  • Generous PTO policy
  • Health, Dental, and Life Insurance coverage
  • 401(k) retirement plan with employer contributions
  • Opportunities for leadership roles and partnership
  • Pre-qualified leads provided, reducing business development pressure
Full Job Description
Senior Retirement Planner/Senior Financial Advisor 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

Similar Jobs

  • Northwestern Mutual
    Financial Advisor
    $61K — $250K *
    Northwestern Mutual
    Hunt Valley, MD 21031 (Baltimore County)
  • Northwestern Mutual
    Financial Advisor
    $61K — $250K *
    Northwestern Mutual
    Cincinnati, OH 45238 (Hamilton County)
  • Northwestern Mutual
    Financial Advisor
    $61K — $250K *
    Northwestern Mutual
    East Syracuse, NY 13057 (Onondaga County)
  • Northwestern Mutual
    Financial Advisor
    $61K — $250K *
    Northwestern Mutual
    Baltimore, MD 21215 (Baltimore City County)
  • Northwestern Mutual
    Financial Advisor
    $61K — $250K *
    Northwestern Mutual
    Troy, MI 48085 (Oakland County)
  • Northwestern Mutual
    Financial Advisor
    $61K — $250K *
    Northwestern Mutual
    Cleveland, OH 44130 (Cuyahoga County)

More Jobs at Golden Reserve

More Finance & Insurance Jobs

Find similar Senior Retirement Planner/Senior Financial Advisor jobs: