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Retirement Planner — Client-Service Leader (Flat-Fee Model)

$100k - $125k

Golden Reserve, LLC

Golden Reserve, LLC in Cleveland, Ohio is seeking a Client Servicing Retirement Planner. This role emphasizes client management rather than sales, requiring 3+ years of relevant experience. Responsibilities include owning a client book, leading reviews and strategy discussions, and ensuring a high-quality client experience. The position offers a starting salary of $100,000–125,000, generous PTO, health benefits, and a supportive work environment. Join us to change the future of retirement planning. #J-18808-Ljbffr Golden Reserve, LLC

Vacancy posted 2 days ago
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