Own Retirement Planning Book - Client Servicing Leader
Job in
Dayton, Montgomery County, Ohio, 45444, USA
Listed on 2026-01-12
Listing for:
Golden Reserve, LLC
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading retirement planning firm in Dayton, Ohio is seeking a Client Servicing Retirement Planner to own and manage client relationships effectively. You will lead annual reviews and provide a world-class client experience without a sales focus. Ideal candidates will have 3+ years of client-facing financial planning experience and relevant licenses.
This role offers a competitive salary with uncapped bonuses, generous PTO, and a supportive environment. If you're ready to change retirement planning, apply today.
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