Client Servicing Retirement Planner

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

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