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Retirement Planner

Golden Reserve LLC
Posted 21 days ago, valid for 18 days
Location

Troy, MI 48098, US

Salary

$25,000 - $12 per month

Contract type

Full Time

Health Insurance
Retirement Plan
Paid Time Off
Life Insurance

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Sonic Summary

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  • Golden Reserve is seeking an experienced financial advisor with a minimum of three years of new client selling experience.
  • The position offers a salary range of $150,000 to $175,000, with additional uncapped production bonuses and a guaranteed $25,000 salary increase after the first year.
  • Advisors will benefit from pre-qualified leads generated through various marketing channels, including a nationwide radio and television show.
  • The firm provides a supportive environment with partnerships for legal and tax services, generous PTO, and health benefits.
  • Candidates must possess state life and health insurance licenses and FINRA Series 65 or equivalent, along with a strong work ethic and problem-solving skills.

Description

Golden Reserve is looking for an experienced financial advisor. This role will have the opportunity to execute client meetings, design retirement plans and cultivate meaningful client relationships. The expectation will be to establish yourself as a top-tier sales performer while delivering exceptional client service. 


We are a full-service RIA and insurance firm, that built our company trying to not just change the financial industry for the retirees we serve – but for the team of financial professionals we hire.


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


Golden Reserve lead generation is driven by our nation-wide radio and television show (https://www.youtube.com/@fireyourfinancialadvisor), dinner workshops, university classes, best-selling book, digital marketing and world-class client services. In a short period of time, we have grown to 40+ offices covering 9 states, and just getting started.


We Provide:


- Salary 

o $150,000 - $175,000 salary, based on experience

o Additional uncapped production and bonus compensation

o Guaranteed $25,000 salary bump increase after first 12 months 

- Prospects

o You don’t need a book of business – we provide you with pre-qualified leads

- Benefits

o Generous PTO policy, Health & Dental, 401(k) & Life Insurance


We Require:


- Three (3)+ Years of new client selling experience (not servicing and supporting existing clients)

- State Life & Health Insurance Licenses

- FINRA Series 65, or equivalent

- GRIT – we all built this company brick by brick with a blue-collar mindset embracing accountability, ownership, problem-solving and toughness


If you want to help us change the world of finance and are looking for a challenging and rewarding career, please fill out our application and send over your resume.


BUT BEFORE YOU APPLY – learn more about how Golden Reserve is different than other financial firms at www.goldenreserve.com. Take a look at our CEO’s Amazon bestselling book that defines our company’s culture and mission – Fire Your Financial Advisor : 40 Years of Greed & Exploitation of the American Retiree and How You Can Fight Back (www.fireyourfinancialadvisor.com 




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By applying, a Sonicjobs account will be created for you. Sonicjobs's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.