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.
We’re 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 client’s retirement success.
SpecificsWe’re 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 client’s 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, you’re 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 (2–4 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 : You’ll 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 : We’re not just hiring employees — we’re building leaders who believe in a new way of planning
Want to Learn More Before Applying?
· Fire Your Financial Advisor – Our CEO’s Amazon Bestselling Book
· Golden Reserve Careers & Culture;
If you’re 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.Compensation details: 100000-125000 Yearly Salary
PI121bb65e8bcc-25405-39470550
...Facilities Service Manager Shields Health Shields Health is an independent, Massachusetts-based medical service provider with a national reputation for blending exceptional customer service with superior technology. Patients, partners and colleagues define our 35+...
...rewards hard work? J.S. Held is a global consulting firm that combines technical,... ...: Maintain competency within the Legal Nurse Consulting field through participation... ...work environment allows employees to work remotely, when needed ~ Flexible Time Off policy...
...Director, Global Ecommerce Merchandising page is loaded## Director, Global Ecommerce Merchandisinglocations: HQ-Office, San Francisco, CA, USAtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: R-0143757## JOB DESCRIPTION As the Director Ecommerce Merchandising...
...This role is for someone who takes pride in helping others move better and understands that great care starts with a well-run clinic. Big Island Physical Therapy is hiring a Clinical Assistant to support our Physical Therapists during traditional PT sessions...
...a commitment towards achieving comfort perfection, The FLEXFIT marketing team is a creative-first group working to build relations and authentic... ...for work up to 25% Ability to lift up to 40 pounds Bilingual in English and any of the following languages; Korean, Spanish...