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

Senior Retirement Planner — Pre-Qualified Leads & Growth

$150k - $200k

Golden-Reserve-LL

Golden Reserve, a full-service RIA and insurance firm, is seeking an experienced financial sales professional to conduct client meetings and uphold firm standards. We supply the leads and a focus on retirement planning, with nationwide reach and no need for a pre-existing book of business. The role offers a base salary of $150,000–$200,000 with a guaranteed $25,000 increase in year two, plus uncapped production and bonus opportunities, and a full benefits package including Health, Dental, Life #J-18808-Ljbffr Golden-Reserve-LL

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Retirement Planner — Pre-Qualified Leads & Growth in Cleveland, OH vacancy
  • $150k - $200k

     ...standards. This role provides the opportunity to focus on retirement planning without needing to source clients directly. Unique...  ...sales and relevant licenses. The position offers access to pre-qualified leads, generous PTO, and comprehensive health benefits, making it... 
    Senior

    Golden Reserve, LLC

    Cleveland, OH
    4 days ago
  • $150k

     ...in Greater Cleveland is seeking an experienced financial retirement planner. The role offers a competitive salary starting at $150,00...  ...experience and relevant licenses. This position provides all pre-qualified leads, allowing focus on conversion and client service while... 
    Suggested

    AlerStallings

    Cleveland, OH
    1 day ago
  •  ...financial sales professional to lead client meetings, uphold our standards...  ...mentor developing advisors. This senior role offers opportunities for career growth into management or partnership...  ...We provide world-class marketing, pre-qualified leads, and a generous benefits... 
    Senior

    AlerStallings

    Cleveland, OH
    3 days ago
  • $225k - $275k

     ...financial sales professional to lead client meetings, uphold our...  ...developing advisors. This senior level role offers a base salary...  ...production and bonuses, with pre-qualified leads and strong partnerships...  ...client model, and nationwide growth with 40+ offices across nine... 
    Senior

    Golden-Reserve-LL

    Cleveland, OH
    2 days ago
  • Golden Reserve, LLC is seeking an experienced financial sales professional in Cleveland, Ohio. This senior-level sales role requires leading client meetings, upholding company standards, and mentoring junior advisors. Successful candidates will have opportunities for management... 
    Senior

    Golden Reserve, LLC

    Cleveland, OH
    1 day ago
  • $225k - $275k

     ...financial sales professional. This senior level sales role is responsible for leading client meetings, upholding...  ...marketing that provides all the pre qualified leads you need to succeed; flat...  ...and CPA firms that allow every retirement plan to include legal and tax services... 
    Senior

    Golden Reserve, LLC

    Cleveland, OH
    1 day ago
  •  ...is seeking an Associate Director, Programmatic Media Strategy to lead strategic e-commerce initiatives for a portfolio of brands. You...  ...internal teams to launch advertising campaigns and design strategic growth plans focused on ROI. This hybrid role is based in multiple... 
    Senior
    Work at office

    Stackline

    Cleveland, OH
    1 day ago
  • $225k - $275k

     ...financial sales professional. This senior level sales role is responsible for leading client meetings, upholding...  ...marketing that provides all the pre qualified leads you need to succeed, (2) flat...  ...and CPA firms that allow every retirement plan to include legal and tax services... 
    Senior

    Golden Reserve

    Independence, OH
    2 days ago
  • $130k - $170k

    Meaden & Moore, based in Cleveland, is looking for an Audit Senior Manager to oversee multiple engagements and enhance client relationships. This role involves leading audit planning and execution, managing billing, and coaching team members. The ideal candidate should... 
    Senior

    Meaden & Moore

    Cleveland, OH
    4 days ago
  • $85k - $90k

    A progressive accounting firm in Cleveland, OH is seeking a Senior Tax Manager to oversee tax engagements, manage client relationships,...  ...$85,000 to $90,000 and provides opportunities for professional growth within a supportive work environment. #J-18808-Ljbffr HD Growth... 
    Senior

    HD Growth Partners

    Cleveland, OH
    1 day ago
  • Affirm is seeking a Senior Analyst (L5) to own the full analytical lifecycle, translating regulatory, economic, and ML insights into actionable...  ...influence stakeholders across technical and non-technical teams while guiding growth with robust analytics and #J-18808-Ljbffr Affirm
    Senior
    Remote job

    Affirm

    Cleveland, OH
    7 hours ago
  • PNC is seeking a Digital Product Manager Lead Senior to drive digital strategy and design for multiple locations in the US. Based in Pittsburgh/Philadelphia, PA; Wilmington, DE; Dallas, TX; or Cleveland, OH, you will lead cross-functional teams to deliver compelling digital... 
    Senior

    Fairygodboss

    Cleveland, OH
    3 days ago
  • A leading accounting firm seeks a Senior Tax Accountant/Advisor in Independence, Ohio. This role requires a minimum of 8 years expertise in tax accounting and offers opportunities for career growth and competitive compensation. Responsibilities include leading complex tax... 
    Senior
    Flexible hours

    Collins Staffing Services

    Independence, OH
    1 day ago
  •  ...Specialized Channel Sales Manager (Senior Consultant Level) - Supply...  ...Acceleration Team’s (CMAT) Growth Platforms Team is comprised of...  ...Forecast Support: Identify and qualify partner-led opportunities; maintain...  ...pipeline development, lead qualification, co-sell coordination... 
    Senior
    Local area

    Deloitte

    Cleveland, OH
    2 days ago
  • $124k - $280k

     ...OpportunityAs a Managed Services Revenue Cycle - Pre Access - Senior Manager, you will specialize in...  ...project success.Responsibilities- Leading financial operations projects to optimize...  ...is an equal opportunity employer, all qualified applicants will receive consideration... 
    Senior
    Full time
    H1b

    PwC

    Cleveland, OH
    1 day ago
  • $25 per hour

     ...Traveling Retail Remodel Senior Lead Paid Travel | Hotels Provided | Career Growth | Full-Time Benefits Travel. Lead. Build Something Bigger. Do you...  ...committed to creating an inclusive workplace. All qualified applicants will receive consideration for employment... 
    Senior
    Daily paid
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Night shift

    SPAR Group

    Cleveland, OH
    1 day ago
  •  ...Production Supervisor in Cleveland, Ohio. This role involves overseeing daily manufacturing activities, leading hourly associates, and driving lean processes to enhance growth and customer service. The ideal candidate will ensure safety standards, manage production schedules... 
    Hourly pay

    Tremco CPG Inc.

    Cleveland, OH
    2 days ago
  • $91k - $202.8k

     ...position]. Job Profile PNC is seeking a Senior Brand Consulting Lead to join its Brand Consulting &...  ...competitive intelligence and insights to drive growth strategies. Contributes to thought...  ...to employment applicants and qualified individuals with a disability who need... 
    Senior
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    Fairygodboss

    Cleveland, OH
    3 days ago
  • $198.7k - $391.6k

     ...Summary Pricing and Sales Strategy_ Senior Manager, Strategy, Growth, and Transformation Our Deloitte...  ...’ll do As a Senior Manager, you will lead large engagements that begin with a...  ...Deloitte LLP and its subsidiaries. All qualified applicants will receive consideration... 
    Senior
    Local area

    Deloitte

    Cleveland, OH
    3 days ago
  • $93k - $171.3k

     ...environments? Do you enjoy shaping growth strategy and supporting...  ...strategic investment decisions? As a Senior Consultant within US Corporate...  ...priorities. You will lead and support complex initiatives...  ...LLP and its subsidiaries. All qualified applicants will receive consideration... 
    Senior
    Work at office
    Local area
    Remote work
    Work from home
    Visa sponsorship

    Deloitte

    Cleveland, OH
    1 day ago
  •  ...for an experienced financial retirement planner for our Greater Cleveland...  ...team by providing all client leads through TV, radio, seminars,...  ...client‑selling experience). Senior Retirement Planner - $175,00...  ...Insurance. Leads & Support: All pre‑qualified leads are provided; no need... 

    AlerStallings

    Cleveland, OH
    1 day ago
  •  ...one, we prioritize your growth, well-being, and...  ...dynamic and experienced Senior Manager to join our Housing...  ...growth.Key Responsibilities:Lead and manage the closing...  ...with the exception of qualified candidates who are...  ...Flexible Time Off and various pre-determined holidays, as... 
    Senior
    Full time
    Remote work
    Flexible hours

    P&M Corporate Finance

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

    KeyBank in Cleveland, OH is seeking an experienced FHA Senior Underwriter to lead the underwriting of complex FHA-insured multifamily transactions. This role requires expertise in evaluating loans and maintaining compliance with HUD. Candidates must have a minimum of 5... 
    Senior

    KeyBank

    Cleveland, OH
    1 day ago
  • $105.4k - $207.8k

     ...Zscaler Network Security Engineer / Senior Consultant, Strategy, Growth, and TransformationDeloitte’s Cyber...  ...lasting change. Delivering our industry leading services requires fresh thinking and...  ...of public accounting. All qualified applicants will receive consideration... 
    Senior
    Work experience placement
    Local area

    Deloitte

    Cleveland, OH
    1 day ago
  • $114.5k - $202.15k

     ...contribute to the company’s success. As a Digital Product Manager Lead Senior within PNC's Digital Channel- Retail organization, you will be...  ...reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform... 
    Senior
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Cleveland, OH
    17 hours ago
  • $112k - $228k

     ...contribute to the company’s success. As a Digital Product Manager Lead Senior within PNC's Digital organization, you will be based in...  ...provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform... 
    Senior
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Cleveland, OH
    2 days ago
  •  ...HybridCBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor...  ...new ways to accelerate growth. CBIZ has more than 9,500 team...  ...five years of professional, retirement plan investment advisory experience...  ...Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)... 
    Senior

    CBIZ

    Cleveland, OH
    2 days ago
  • A regional accounting firm in Cleveland is seeking a Senior Tax Manager to lead the tax practice. This role involves managing client relationships...  .... This position offers opportunities for professional growth and the chance to contribute to business development efforts... 
    Senior

    Ascend

    Cleveland, OH
    1 day ago
  • East Cleveland City Schools is seeking a Resident Educator Lead Mentor to support New Teachers and Resident Educators throughout the...  ...emphasizes mentoring, coaching, and professional guidance to foster growth and student achievement. Position includes a stipend opportunity... 
    Senior

    Young World Physical Education

    Cleveland, OH
    7 hours ago
  • A leading engineering firm in Cleveland is looking for a Senior Roadway Engineer to lead transportation design projects. The role involves engineering duties including...  ...for project leadership and professional growth in a collaborative office environment. #J-18808-Ljbffr... 
    Senior
    Work at office

    WSP

    Cleveland, OH
    7 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Retirement Planner — Pre-Qualified Leads & Growth. Be the first to apply!