Client Servicing Retirement PlannerGolden Reserve LLC • Cleveland, OH, US
Client Servicing Retirement Planner
Golden Reserve LLC • Cleveland, OH, US
8 days ago
Job type
- Full-time
Job descriptionFlat 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 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 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 Fire Your Financial Advisor Our CEOs Amazon Bestselling Book Golden Reserve Careers & Culture; www.goldenreserve.com / careers 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
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 :
What We Provide :
Salary + Uncapped Bonuses (Not Commission-Only)
What We Expect :
Want to Learn More Before Applying?
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.
Compensation details : 100000-125000 Yearly Salary
PI565555c091be-31181-39075728
Create a job alert for this search
Planner • Cleveland, OH, US
Related jobs
This position is based out of our Westlake, OH office but eligible for a hybrid schedule after the probationary period.The Onboarding Specialist partners with Sales to establish new client relation...Show more
Chagrin Boulevard - Pepper Pike, Ohio 44124.Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.
Personal Bankers engage clients in deeper conve...Show more
Mortgage Loan Officer - Residential Lending - Aurora, OH.This position is 100% in office.The employee will work full time in an office in a designated WesBanco location.
Consideration for location w...Show more
At Henkel, you’ll be part of an organization that’s shaping the future through innovation, sustainability and collaboration.
With our trusted brands like Persil®, ‘all®, Loctite®, Snuggle®, and Schw...Show more
Join Cleveland Clinic’s Twinsburg Family Health and Surgery Center as an LPN in Dermatology.The state‑of‑the‑art facility offers a team approach to caring for patients with skin, hair, and nail dis...Show more
Here’s the deal : we’re awesome at taking care of our customers and providing exceptional residential and commercial lawn care and landscaping service.
But that only happens because we have amazing p...Show more
If you have a passion for helping others… If it is your calling to make someone’s day better… If you want to build meaningful relationships with those you work with… Then...Show more At Henkel, you’ll be part of an organization that’s shaping the future through innovation, sustainability and collaboration.
With our trusted brands like Persil®, ‘all®, Loctite®, Snuggle®, and Schw...Show more 
The Senior Planner determines material requirements from engineering and production schedules, coordinates the efficient movement of materials with purchasing, production and engineering and develo...Show more
D&S Automotive was founded in 1977 and has since grown to become a leader in Northeast Ohio collision repair and automobile restyling.
The company is locally owned and headquartered in Mentor, O...Show more
Current new open for-Service manager 1) Machine installation, commissioning and maintenance 2) Conduct periodical service patrol 3...Show more
Advanced Tax Planner Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals.
We are a Family Office that manages over...Show more
We are a leading travel agency dedicated to creating seamless and unforgettable travel experiences for our clients.Specializing in personalized itineraries across land, air, and sea, we pride ourse...Show more
The Client Relations Specialist serves as the liaison with the company's customers, developing relationships, providing guidance and advice, and providing a higher level of customer support on a sp...Show more
Time freedom, uncapped income, and a team that actually has your back.Join our incredible culture of experienced agents ready to help you take the next step! 🐘 Peterson Life & Wealth is...Show more If you have a passion for helping others… If it is your calling to make someone’s day better… If you want to build meaningful relationships with those you work with… Then...Show more If you have a passion for helping others… If it is your calling to make someone’s day better… If you want to build meaningful relationships with those you work with… Then...Show more At Henkel, you’ll be part of an organization that’s shaping the future through innovation, sustainability and collaboration.
With our trusted brands like Persil®, ‘all®, Loctite®, Snuggle®, and Schw...Show more
Client Onboarding Specialist
Equity Trust • Westlake, Ohio, United States
Full-time
Quick Apply
Last updated: 30+ days ago
Personal Banker - Lander Circle
Key Bank • Pepper Pike, OH, United States
Full-time
Last updated: 7 hours ago • Promoted • New!
Mortgage Loan Officer - Residential Lending - Aurora, OH - Aurora, OH
WesBanco Bank Inc. • Aurora, OH, United States
Full-time
Last updated: 30+ days ago • Promoted
Sr. Business Planner
Henkel • Westlake, OH, United States
Full-time
Last updated: 3 days ago
LPN Ambulatory - Dermatology
Cleveland Clinic • Twinsburg, OH, United States
Full-time
Last updated: 9 days ago • Promoted
Team Lead Maintenance
The Grounds Guys • MEDINA, OH, US
Full-time
Last updated: 30+ days ago
Resident Care Companion - DSL
Danbury Broadview Heights • Avon Lake, Ohio, US
Full-time +1
Quick Apply
Last updated: 30+ days ago • Promoted
Sr. Business Planner - Urgently Hiring!
Henkel • Westlake, OH, United States
Full-time
Last updated: 3 days ago
Sr. Planner
Avantor • Aurora, OH, United States
Full-time
Last updated: 22 days ago • Promoted
Estimator / Repair Planner
D&S Automotive • Mentor, OH, USA
Full-time
Quick Apply
Last updated: 30+ days ago
Regional Service Manager
Teksky • Stow, OH, United States
Full-time
Quick Apply
Last updated: 5 days ago
Advanced Tax Planner
Hantz Group • Independence, OH, US
Full-time
Quick Apply
Last updated: 30+ days ago
Cruise Planner
Sweet Carolina Travels • Cleveland, Ohio, United States
Remote
Full-time
Quick Apply
Last updated: 30+ days ago
Client Relations Specialist
Tremco • Beachwood, OH, US
Full-time
Last updated: 30+ days ago • Promoted
Life Insurance Broker (Remote) | Licensed and Unlicensed Welcome
Peterson Life & Wealth • Akron, OH, US
Remote
Full-time +1
Quick Apply
Last updated: 30+ days ago
Resident Care Companion Broadview Heights
Danbury Broadview Heights • Avon Lake, Ohio, US
Full-time +1
Quick Apply
Last updated: 30+ days ago • Promoted
Resident Care Companion - DSL Broadview Heights
Danbury Broadview Heights • Avon Lake, Ohio, US
Full-time +1
Quick Apply
Last updated: 30+ days ago • Promoted
Sr. Business Planner - Now Hiring!
Henkel • Westlake, OH, United States
Full-time
Last updated: 3 days ago