- Salary
- $150k – $200k/yr
- Location
- Carmel, IN
- Workplace
- Onsite
- Type
- full-time
- Department
- Finance
- Industry
- Finance
- Category
- Sales
- Role type
- Individual Contributor
- Environment
- Office
- Source
- Paylocity
Overview
As a Financial Advisor at Golden Reserve, you will provide personalized retirement and financial planning services to clients. Responsibilities include assessing client needs, developing financial strategies, and maintaining long-term client relationships. The ideal candidate has excellent interpersonal skills, a proven sales record, and relevant financial certifications. This role offers competitive compensation and advancement potential in a supportive environment.
Description
Description
Golden Reserve is looking for an experienced financial sales professional. This role will be responsible for conducting client meetings and upholding Golden Reserve's processes and standards at the highest level.
We understand the challenges many advisors face when they aren't handed a book of business or access to an established network. That's why we built a company that sources the leads for you, allowing you to focus on building retirement plans and helping retirees.
We are a full-service RIA and insurance firm that was built 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 (https://www.youtube.com/@fireyourfinancialadvisor), 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're just getting started.
We Provide:
- Salary: $150,000–$200,000 base salary, depending on experience
- Guaranteed $25,000 salary increase beginning in your second year
- 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:
• Three (3)+ years of new-client financial services sales experience (not servicing)
• Active State Life & Health Insurance Licenses
• Series 65 or equivalent
• GRIT – We built this company brick by brick with a blue-collar mindset that embraces accountability, ownership, problem-solving, and toughness.
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.
Before you apply, learn more about what makes Golden Reserve different from other financial firms at www.goldenreserve.com.
You can also explore our CEO's Amazon bestselling book, Fire Your Financial Advisor: 40 Years of Greed & Exploitation of the American Retiree and How You Can Fight Back, which helps define our company's culture, mission, and commitment to serving retirees.
Learn more at www.fireyourfinancialadvisor.com.
