Client Servicing Retirement Planner at Golden Reserve

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. SpecificsWere 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 DifferentWe 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): $100000 - 125000 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 insuranceWhat 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 thats changing the future of retirement planning apply today and join one of the fastest-growing firms in the Midwest.Requirements3 years of client-facing and servicing financial planning or advisor experienceActive Life & Health Insurance LicenseSeries 65 or equivalentStrong planning skills tax literacy and a client-first mindsetGrit were a blue-collar team in a white-collar world. We hustle take ownership and deliver on our promisesSalary DescriptionStarting at $100000 base per yr plus incentives Key Skills Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients Employment Type : Full-Time Experience: years Vacancy: 1 Yearly Salary Salary: 100000 - 125000