Client Servicing Retirement Planner

Description

At Golden Reserve
, we know the roadblocks that financial advisors face. The uphill battle to build your book from scratch. The vague promises ofsupport" 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, 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.

We’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.

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

Salary + Uncapped Bonuses (Not Commission-Only)

• Retirement Planner (2–4 years’ experience): $100, 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
  :
  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

Fire Your Financial Advisor – Our CEO’s Amazon Bestselling Book

Golden Reserve Careers & Culture;

If you’re ready to be part of a that's changing the future of retirement planning
, apply today and join one of the fastest-growing firms in the Midwest.

• 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
— we’re a blue-collar team in a white-collar world. We hustle, take ownership, and deliver on our promises