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

Retirement Planner/Financial Advisor

AlerStallings

Golden Reserve is looking for an experienced financial retirement planner for our Greater Cleveland locations (including Independence, Sheffield Village, Pepper Pike, and Akron). We understand the challenges of breaking into the financial industry and support our team by providing all client leads through TV, radio, seminars, and digital channels. What We Offer Salary: Retirement Planner – $150,000, increasing to $175,000 in Year 2 (2–4 years of client‑selling experience). Senior Retirement Planner – $175,000, increasing to $200,000 in Year 2 (5+ years of client‑selling experience). Salaries are ongoing, include uncapped production, and bonus compensation. Benefits: Generous PTO, Health Insurance, Dental Insurance, 401(k), and Life Insurance. Leads & Support: All pre‑qualified leads are provided; no need to build a book of business. Responsibilities Convert delivered leads into new client accounts. Provide excellent service to existing clients. Demonstrate commitment to our sales systems, training, and innovative approach to financial services. Qualifications Three (3) years or more of new client meeting experience. State Life and Health Insurance Licenses. FINRA Series 65 registration or equivalent. GRIT: accountability, ownership, problem‑solving, and toughness. If you want to help us change the world of finance, please complete the application and submit your résumé. #J-18808-Ljbffr AlerStallings

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Retirement Planner/Financial Advisor in Cleveland, OH vacancy
  • $150k

    A financial services company in Greater Cleveland is seeking an experienced financial retirement planner. The role offers a competitive salary starting at $150,000 with increasing potential, alongside generous benefits including 401(k) and health insurance. Candidates... 
    Suggested

    AlerStallings

    Cleveland, OH
    4 days ago
  • $61k - $119k

     ...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start...  ...Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern...  ...63, and more Certified Financial Planner® licensing support2 Fully company‑... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Cleveland, OH
    2 days ago
  •  ...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships...  ...such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors

    Cleveland, OH
    1 day ago
  • $75k - $150k

     ...About the Company THE WELL LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM. About the Role We are hiring experienced Financial... 
    Suggested
    Full time
    Local area
    Remote work
    Relocation

    The Well

    Cleveland, OH
    2 days ago
  • Prudential Advisors is looking for an experienced financial professional in the Cleveland area that is interested in working with Prudential existing client...  ...with the benefits of being an employee. Three retirement programs: a 401(k) with a 4% match, a cash balance pension... 
    Suggested

    Prudential Financial

    Cleveland, OH
    2 days ago
  • Skylight Financial Group, one of the region's largest financial planning firms, provides financial...  ...over $600 billion in assets. As an Advisor, you will be creating a comprehensive...  ...fund a college education, prepare for retirement, protecting themselves from the risks of... 
    Immediate start

    MassMutual

    Cleveland, OH
    22 hours ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start...  ...Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis Northwestern...  ...63, and more Certified Financial Planner licensing support Fully company‑... 
    Work at office

    UNAVAILABLE

    Cleveland, OH
    4 days ago
  •  ...Maintaining capital account balances under the supervision of Townsend's Fund Controller Assist fund administrators with quarterly financial reporting to the limited partners Produce limited partner capital account statements on Investran software Assist in the... 

    TOWNSEND GROUP

    Cleveland, OH
    2 days ago
  • $200k - $250k

    A dynamic wealth management firm in Cleveland is seeking driven Financial Advisors. This salaried-plus-bonus position allows advisors to focus on holistic financial planning with no pressure for cold prospecting. The role offers substantial first-year earnings between... 

    Makari Group, LLC

    Cleveland, OH
    4 days ago
  • $61k - $250k

    Northwestern Mutual is seeking a Financial Advisor in Cleveland, Ohio. This unique opportunity allows you to start a business focused on helping clients achieve their financial goals through personalized planning. The role involves growing your client base, building tailored... 

    Northwestern Mutual

    Cleveland, OH
    4 days ago
  • Northwestern Mutual in Cleveland is seeking College Financial Representatives for our internship program. You will build a portable financial planning practice while gaining guidance from local and nationwide experts, exclusive products, and the support of a Fortune 500... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Cleveland, OH
    22 hours ago
  • Who We Are At Corebridge Financial, we believe action is everything. That’s why every day...  ...helping Americans plan for and enjoy a secure retirement for more than half a century. We are an...  .... We are searching for a Financial Advisor to provide a personalized retirement and... 
    Local area
    Immediate start
    Relocation

    Corebridge Financial, Inc.

    Cleveland, OH
    1 day ago
  • Senior Financial Advisor -Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform. This opportunity is ideal for advisors looking for... 
    Remote work
    Flexible hours

    MBC Talent Connections

    Cleveland, OH
    3 days ago
  • Corebridge Financial Services in the Cleveland area is seeking a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. You will meet with existing and prospective clients to plan their financial future... 
    Flexible hours

    Corebridge Financial, Inc.

    Cleveland, OH
    1 day ago
  • $35 - $40 per hour

     ...to 4% of compensation  ~ Tuition Assistance ~ Student Loan Repayment  ~ Paid Licensing / Certification Fees and Renewals ~ Financial Rewards for Obtaining Licensure ~ Employee Referrals  ~ Annual Wellness Reimbursement for anything wellness related (Gym memberships... 
    Local area

    Atwell, LLC

    Cleveland, OH
    19 days ago
  • $80k - $100k

    At CHAMP, we are redefining the technology used by Motor Vehicle Agencies and their stakeholders. We do so with innovative, cloud-based software that enhances efficiency, security, and interoperability. Our solutions replace outdated processes with modern, scalable platforms...
    Full time
    Work at office
    Immediate start
    Relocation
    Relocation package
    Flexible hours

    CHAMP

    Cleveland, OH
    2 days ago
  • The Security Analyst will support cybersecurity efforts across highly automated manufacturing environments, with a primary focus on Operational Technology (OT) security and vulnerability management. This individual will be responsible for identifying, assessing, prioritizing...
    Full time

    Insight Global

    Cleveland, OH
    1 day ago
  •  ...Perform daily cash reconciliations and record accurate journal entries across multiple entities ·         Prepare monthly financial statements for multiple fund entities with precision and timeliness ·         Assist with budget preparation and support fund quarter... 

    Search Masters, Inc

    Cleveland, OH
    1 day ago
  • $61k - $119k

     ...Job title: Financial Advisor Description: Becoming a Financial Advisor Becoming...  ...Advisory Services * Trust Services * Retirement Solutions * Business Needs Analysis...  ...63, and more * Certified Financial Planner® licensing support2 * Fully company-... 
    Work at office

    Northwestern Mutual / Lakefront Capital

    Cleveland, OH
    22 hours ago
  • $67.5k - $172.5k

     ...funds, homebuilders, real estate operating companies (REOCs), and subscription/capital call facilities.This role applies advanced financial, structural, and risk analysis to assess borrower creditworthiness, evaluate repayment capacity, and structure transactions in alignment... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Cleveland, OH
    1 day ago
  •  ...with: Unlimited income potential, plus bonuses & other awards Financial support during your early years to help you build your business...  ...who decide that recruiting and developing their own team of advisors. Additionally, we offer niche markets for those who specialize... 
    Work at office
    Local area
    Worldwide

    Mutual of Omaha Financial Advisors

    Cleveland, OH
    2 days ago
  • Skylight Financial Group, a long-standing regional financial planning firm, seeks an Advisor to craft comprehensive plans helping clients reach goals such as college funding, retirement, and risk management. You will operate within a supportive, non-commission environment... 

    Skylight Financial Group

    Cleveland, OH
    1 day ago
  • Job Description Job Description Our client is strengthening its security operations as its network and business systems grow across multiple states. They are seeking an experienced Security Analyst II to investigate and respond to security events across email, identity...

    Professional Search Group, Inc.

    Cleveland, OH
    25 days ago
  •  ...customer creditworthiness and establish credit limits • Monitor accounts receivable aging and drive collection efforts • Analyze financial statements, payment trends, and credit reports • Partner with Sales, Finance, and Accounting to resolve customer issues •... 
    Full time

    LHH

    Cleveland, OH
    4 days ago
  • $75k - $150k

     ...discover top talent. We are recruiting for a Financial Consultant. Candidates must be located...  ...'s current investment services include retirement planning/cash-flow modeling, estate plan...  ...with our client to serve as the main advisor for their wealth management needs. Discuss... 
    Remote work

    Powerwell

    Cleveland, OH
    2 days ago
  •  ...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera...  ...__________________________________________________ Financial Advisor Wealth Management Parma area, Brecksville, OH Job... 
    Full time

    Cetera Financial Group

    Parma, OH
    1 day ago
  • $96k - $181k

     ...submission to FHA.Complete, review, and ensure accuracy of all required HUD-form documents for application submissions.Build and analyze financial models to evaluate loan feasibility, cash flow projections, and risk scenarios.Drive all assigned transactions through the... 
    Full time
    Work at office
    Flexible hours
    Night shift

    KeyBank

    Cleveland, OH
    3 days ago
  • $75k - $150k

     ...successful in this position.Preferred SkillsBook Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales OpportunitiesCompetenciesAccuracy and Attention to Detail, Business Acumen, Customer Experience Management... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Cleveland, OH
    2 days ago
  •  ...production by maintaining an individual pipeline of work.Reviews all financial and credit application information to make sound credit...  ...insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time... 
    Full time
    Work at office
    Remote work
    Work from home
    Flexible hours

    The Huntington National Bank

    Cleveland, OH
    3 days ago
  • $96k - $181k

     ...Acrobat, with the ability to leverage these platforms for efficient documentation, analysis, and communication.Skilled in utilizing financial calculators and Excel-based financial modeling tools to perform advanced underwriting, scenario analysis, and data-driven decision... 
    Full time
    Work at office
    Flexible hours
    Night shift

    KeyBank

    Cleveland, OH
    4 days ago

Do you want to receive more vacancies?

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