Senior Retirement Planner/Senior Financial Advisor
golden reserveDayton, OH
$225,000 to $275,000
APPLY (opens in a new tab)Senior Retirement Planner/Senior Financial Advisor
golden reserveDayton, OHSenior L5
$225,000 to $275,000
Personal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdvicePension FundsMiscellaneous Financial Investment Activities
APPLY NOW (opens in a new tab)Financial Sales Professional 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 are a full service RIA and insurance firm that built our company 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, 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 are just getting started. We Provide:
Salary:
$225,000 to $275,000 base salary, depending on experience. 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:
- Seven (7)+ years of new client financial services sales experience (not servicing)
- Active State Life & Health Insurance Licenses
- Series 65 or equivalentGRIT. We built this company brick by brick with a blue collar mindset that embraces accountability, ownership, problem solving, and toughness.
- This role is full time in office. We have office locations in Blue Ash, Hamilton and Ft. Wright.
- 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.
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Level
Senior L5
Salary
$225,000 to $275,000
Location
Dayton, OH
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago