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Senior Retirement Planner​/Senior Financial Advisor

Job in Cleveland, Cuyahoga County, Ohio, 44101, USA
Listing for: Golden-Reserve-LL
Full Time position
Listed on 2026-09-25
Job specializations:
  • Sales
Salary/Wage Range or Industry Benchmark: 225000 - 275000 USD Yearly USD 225000.00 275000.00 YEAR
Job Description & How to Apply Below

Golden Reserve is looking for an experienced financial sales professional. This senior level sales role is responsible for leading client meetings, upholding Golden Reserve's processes and standards, and serving as a culture leader and mentor for developing advisors.

Advisors who establish themselves as top tier performers and team players will have opportunities to pursue management, partnership, and other leadership roles within the firm.

We are a full service RIA and insurance firm that built our company 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 (), 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 are just getting started.

We Provide:
  • Salary
    • $225,000 to $275,000 base salary, depending on experience
    • 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:
  • Seven (7)+ 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.

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

Position Requirements
10+ Years work experience
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