Job Description
At Golden Reserve, we know the roadblocks that financial advisors face. The uphill battle to build your book from scratch. The vague promises of "support" that fade after onboarding. The feeling that unless you inherit a book or belong to the right country club, success is out of reach.
Were here to change that not just for retirees, but for the Client Servicing Retirement Planners (CSRP) we hire. This role is unique because unlike most financial advisor positions, the primary function and responsibility of this person is not sales. A SCRP manages, updates and takes 100% ownership over every aspect of their clients retirement success.
Specifics
Were looking for an experienced CSRP who will:
Own and manage a dedicated book of clients
Lead annual reviews, tax planning meetings, and ongoing strategy discussions
Deliver an unmatched client experience across investment, insurance, legal, and tax
Be the central relationship driver, supported by our in-house team of CPAs, attorneys, and client service professionals
Build meaningful relationships with clients that lead to world-class client retention and client referral opportunities.
What Makes Golden Reserve Different?
We have built a model that removes the barriers most financial planners face:
Flat Fee we do not charge a % AUM model based on clients assets under management we charge the same flat fee for our client based on the services we provide
No product pushing our model is built around education, planning, and transparency using a blend of equities and insurance products
Full-service support with in-house legal, tax, and client service teams, youre not alone in delivering value and have many of our resources just down the hall
What We Provide:
Salary + Uncapped Bonuses (Not Commission-Only)
Retirement Planner (24 years experience): $100,000 - 125,000 starting salary
Salaries are ongoing they do not phase out or disappear
Plus:
Generous PTO
Health, dental, and vision insurance
401(k) with company match
Life insurance
What We Expect:
Client Retention: Youll be meeting existing clients your goal is to ensure that their retirement needs are met
World-Class Client Service: Be the primary relationship manager and deliver consistent, high-touch client experience
Commitment: Were not just hiring employees were building leaders who believe in a new way of planning
Want to Learn More Before Applying?
Fire Your Financial Advisor Our CEOs Amazon Bestselling Book
Golden Reserve Careers & Culture;
If youre ready to be part of a company that's changing the future of retirement planning, apply today and join one of the fastest-growing firms in the Midwest.
- 3+ years of client-facing and servicing financial planning or advisor experience
- Active Life & Health Insurance License
- Series 65 or equivalent
- Strong planning skills, tax literacy, and a client-first mindset
- Grit were a blue-collar team in a white-collar world. We hustle, take ownership, and deliver on our promises
Compensation details: 00 Yearly Salary
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