Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Retirement Planner/Senior Financial Advisor

$225k - $275k

Golden Reserve LLC

Financial Sales Professional

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.

If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, we encourage you to apply and submit your resume.

Vacancy posted 6 hours ago
Similar jobs that could be interesting for youBased on the Senior Retirement Planner/Senior Financial Advisor in Wexford, PA vacancy
  • Prudential Advisors is looking for an experienced financial advisor in the greater Wexford market who is interested...  ...of traditional employment. Two retirement programs: a 401(k) with a 4% match...  ...might be interested. Thank you. Seniority level Mid-Senior level Employment... 
    Senior
    Full time

    Prudential Financial

    Wexford, PA
    3 days ago
  •  ...HFA Financial Advisor Senior - Branch The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible... 
    Senior
    Temporary work
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington

    Coraopolis, PA
    4 days ago
  • $85k

     ...Job Description Job Description FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking for more fulfillment from your career...  ...working on group projects *** Financial Representative | Financial Advisor | Wealth Management Advisor *** About Northwestern Mutual:... 
    Suggested
    Full time
    Work experience placement

    Northwestern Mutual

    Cranberry Township, PA
    15 days ago
  •  ...As a Financial Advisor with First Commonwealth, your primary focus is to advise clients and prospects on a full range of investment, retirement and insurance products in order to best meet their needs. With a sense of urgency you work to collect and analyze income, assets... 
    Suggested
    Bank staff

    First Commonwealth Bank

    Mars, PA
    3 days ago
  • $138.8k - $215.9k

     ...As a Senior Manager in our Tax Credits and Incentives Advisory (TCIA) Practice , you...  ...or other appropriate certification ~ Financial modeling expertise ~ Travel up to 10%...  ...life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs... 
    Senior
    Apprenticeship
    Work experience placement
    Local area

    Cherry Bekaert

    Warrendale, PA
    4 days ago
  •  ...As a First Commonwealth Senior Relationship Banker you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the importance of the customer experience, and the role each employees plays in delivering on our Customer... 
    Senior
    Live out
    Work at office

    First Commonwealth Bank

    Etna, PA
    4 days ago
  • Fullsight, LLC is seeking a Senior Financial Data Analyst to enhance decision-making through accurate financial insights. This role includes developing financial reports, managing budgets, and driving process improvements across Financial Services. The ideal candidate... 
    Senior

    Fullsight, LLC

    Warrendale, PA
    3 days ago
  • $86k - $126k

    Eaton Corporation is looking for a Senior Financial Analyst in Coraopolis, PA. This hybrid position involves supporting financial planning and analysis for the Power Components Division. Key responsibilities include preparing financial reports, partnering with management... 
    Senior

    Eaton Corporation

    Coraopolis, PA
    5 days ago
  • Bridgeway, based in Coraopolis, is looking for a Senior Financial Analyst to enhance financial processes and reporting. Candidates should have a Bachelor’s degree in accounting or finance, and 5-7 years of relevant experience. This role involves preparing financial statements... 
    Senior

    Bridgeway

    Coraopolis, PA
    3 days ago
  •  ...of people behind excel spreadsheets. We are fiduciaries driving financial excellence for our teammates, athletes and shareholders. We are...  ...growing business. Learn more about #DSGFinance here: The Senior Financial Analyst plays a key role within the Corporate FP&A team... 
    Senior

    DICK'S Sporting Goods

    Coraopolis, PA
    2 days ago
  •  ...of people behind excel spreadsheets. We are fiduciaries driving financial excellence for our teammates, athletes and shareholders. We are...  ...growing business. Learn more about #DSGFinance here: The Senior Financial Analyst will support the Going, Going, Gone! chain, partner... 
    Senior
    Rotational program
    Traineeship

    DICK'S Sporting Goods

    Coraopolis, PA
    1 day ago
  •  ...electrical manufacturer in Warrendale is seeking an experienced accounting professional to analyze project costs and provide guidance on financial operations. The ideal candidate will have a Bachelor's degree in accounting or business and 5-8 years of relevant experience. Key... 
    Senior

    Mitsubishi Electric Power Products, Inc.

    Warrendale, PA
    1 day ago
  •  ...Senior Financial Data Analyst SAE Industry Technologies Consortia (ITC), Performance Review Institute (PRI) and SAE International (SAE), deliver shared solutions to industry's common challenges. Join us and create a higher standard for a better world. The Senior... 
    Senior
    Work at office
    Local area

    FullSight Technology

    Warrendale, PA
    5 days ago
  • W. R. Berkley Corporation is seeking a skilled individual for a strategic underwriting role located in Sewickley, Pennsylvania. The ideal candidate will independently underwrite complex middle market risks, demonstrate strong technical acumen, and possess 7+ years of relevant...
    Senior
    Full time

    W. R. Berkley

    Sewickley, PA
    4 days ago
  • A leading engineering consulting firm in Warrendale is seeking a Project Manager to oversee multiple infrastructure projects, including bridge and street reconstruction. The ideal candidate will have at least 6 years of relevant experience and a B.S. in Civil Engineering...
    Senior
    Local area

    CDR Companies

    Warrendale, PA
    4 days ago
  • Job Overview Nationwide’s Legal team is seeking a Senior Trial Attorney to provide litigation services for a Fortune 100 insurance company. The role will be hired on a SuccessFlex basis and requires the incumbent to reside within 35 miles of Wexford, Pennsylvania (2559... 
    Senior
    Temporary work
    Casual work
    Private practice
    Work at office
    Local area
    Remote work
    Night shift

    Nationwide Mutual Insurance Company

    Wexford, PA
    3 days ago
  •  ...that make them most confident. Get to Know the Role: Our Senior IT Security Analyst, within the Security Operations group, ensures...  ...medical, vision, and dental); wellness benefits; 401(k) retirement benefits; life and disability insurance; employee stock purchase... 
    Senior
    Full time
    Part time
    Work experience placement
    Summer work
    Casual work
    Work at office
    Local area

    American Eagle Outfitters

    Warrendale, PA
    2 days ago
  •  ...Job Description Job Description Tax Senior Manager: Healthcare Canfield, OH or Warrendale, PA | Hybrid QUALIFICATIONS ~8+ years previous public accounting experience with a strong concentration in tax including corporate, partnership, individual, trusts... 
    Senior
    Local area

    Spartan Placements, LLC

    Warrendale, PA
    12 days ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might: Review and improve AI Assistant answers to questions about macro... 
    Senior
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Bellevue, PA
    more than 2 months ago
  • Alltek-Staffing- is seeking an experienced Electrical Engineer in Warrendale, PA, to provide technical consultation and engineering leadership for UPS systems. The candidate will manage engineering activities in product design, troubleshooting, and service. A BSEE or EET...
    Senior

    AllTek Staffing

    Warrendale, PA
    5 days ago
  •  ...years of experience in the mortgage industry ~2 - 6 years of experience demonstrating success processing mortgage loans for a financial institution General Employee Knowledge, Skills, and Abilities * Ability to establish effective working relationships among... 
    Senior
    Work experience placement
    Work at office
    Remote work

    Northwest Bank

    Bellevue, PA
    3 days ago
  • An aging care organization in Pennsylvania is seeking a Therapeutic Recreation Specialist to manage and evaluate the activities program for residents. Responsibilities include overseeing the implementation of activities and ensuring they meet resident needs. Candidates...
    Senior

    Lutheran SeniorLife

    Mars, PA
    4 days ago
  •  ...Fullsight is seeking a Senior Product Manager to lead the development and lifecycle management of SaaS products serving the mobility industry. This role emphasizes cross-functional collaboration and strategic leadership in product positioning, market analysis, and user... 
    Senior

    Fullsight

    Warrendale, PA
    23 hours ago
  •  ...Insurance, Flexible Spending Accounts Retirement Savings Plans with Company Match/...  ...Parental Leave Job Summary: The Senior Credit Analyst plays a key role in evaluating...  ...objectives. The ideal candidate brings strong financial analysis skills, sound judgement,... 
    Senior
    Local area
    Worldwide
    Flexible hours

    Norsk Hydro

    Coraopolis, PA
    1 day ago
  •  ...single family projects within the greater Pittsburgh region. The Land Acquisition Associate will also be responsible for performing financial analysis and market research to negotiate land acquisitions. Essential duties and responsibilities include the following. Other... 
    Night shift

    D.R. Horton

    Mars, PA
    2 days ago
  • $95k - $130k

    HBKS Wealth Advisors seeks a results-oriented Senior Marketing Manager to shape marketing strategy and drive lead generation for a rapidly growing wealth management firm. In this role, you'll work directly with executive leadership to implement integrated marketing campaigns... 
    Senior

    HBKS Wealth Advisors

    Warrendale, PA
    2 days ago
  • Job Description Job Description Requirement: Role: Sr .Net Consultant Location: Pittsburgh, PA Duration: 6+ Months/Possible Extension Job Description: Must Have: · Experiencein .Net Framework 4.6.2 version, .Net Core 2.0 · 10+ yearsof experience...
    Senior
    Work at office

    ICS Global Soft INC

    Warrendale, PA
    6 days ago
  • BrightTree Studios is seeking a qualified Acoustics Consultant to support our growing client base. This is a remote role for candidates based in the continental United States, focusing on building design projects and acoustic analysis. The ideal candidate should have 5...
    Senior
    Remote work

    BrightTree Studios

    Warrendale, PA
    1 day ago
  • A leading power systems company is seeking a Senior System Design Engineer to lead the design and development of FACTS and HVDC systems...  ...electronics. Benefits include comprehensive health coverage, retirement plans, and generous paid time off to ensure a well-rounded work... 
    Senior
    Remote work

    Mitsubishi Electric Power Products

    Warrendale, PA
    2 days ago
  • $20 per hour

     ...Financial Services Representative Your mission be the face of Clearview as you help members reach their financial goals! From opening accounts to recommending the best financial solutions, you'll deliver top-tier service with a personal touch. This is more than a teller... 
    Hourly pay
    Immediate start
    Monday to Friday

    Clearview Federal Credit Union

    Coraopolis, PA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Retirement Planner/Senior Financial Advisor. Be the first to apply!