Senior Retirement Planner/Senior Financial Advisor
$225k - $275kGolden Reserve LLC
Description
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
o $225,000 to $275,000 base salary, depending on experience
o Additional uncapped production and bonus compensation
• Prospects
o No book of business required. We provide pre qualified leads.
• Benefits
o Generous PTO policy
o Health, Dental, and Life Insurance
o 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.
This role is full time in office. We have office locations in Blue Ash, Hamilton and Ft. Wright.
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.
Before you apply, learn more about what makes Golden Reserve different from other financial firms at
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
$67k - $124k
Job Title: Senior Associate, Finance - Balance Sheet Analyst Job Code: 44548Job Location: Mason, OH; Amityville, NY; Richardson, TX;... ...other Friday off Job Description:Supports forecast build up and financial analysis related to Balance Sheet and Working Capital activities...SeniorContract workWork at officeFlexible hours$105.4k - $207.8k
...stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and... ...for this role ends on 09/28/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for… Supporting...SeniorLocal areaVisa sponsorship$110.7k - $218.3k
...and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement... ...measurable results. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds...SeniorLocal areaVisa sponsorship$77k - $202k
...& SummaryThe OpportunityAs an Oracle Cloud Finance PPM/AHCS - Senior Associate, you will specialize in consulting services for various... ...role, you will specialize in using and managing the Oracle Financials software, an integrated financial management system. You will be...SeniorFull timeH1b- ...of the Family Office Services Team, the Senior Wealth Strategist is responsible for producing... ...complex estate planning documents and financial information. Additionally, the role... ...planning technical resource in client or advisor meetings. Participates in client/prospect...SeniorWork at office
$100k - $130k
Hybrid, Construction Estimator role with Employer Assisted Benefits, 401k, Quarterly Bonuses, Vacation / Sick Time, etc. This Jobot Job is hosted by: Jennifer Sabo Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary:...SeniorPermanent employmentFull timeFor subcontractorLocal area- ...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...Work experience placementWork at officeLocal areaFlexible hours
$110.7k - $218.3k
Position Summary Today’s CFOs and financial leaders face increasing demands to enhance business performance, drive shareholder value, and optimize operational efficiency. As an Oracle Senior Consultant at Deloitte, you will help clients define their cloud strategy...SeniorLocal areaVisa sponsorship- ...A bit about us: Our client is seeking a highly motivated Senior Financial Analyst to join its Financial Planning & Analysis team supporting Supply Chain operations. This highly visible position partners closely with executive leadership and operational teams to provide...SeniorLocal areaRelocation
$128k - $252.5k
...stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and... ...that help organizations execute deals and capture value. As a Senior Consultant in M&A Finance & Operations (M&A Finance), you will...SeniorLocal area- ...role ends on 12/01/2026Work you'll doAs a Finance Analytics & AI Senior Consultant, you’ll work with the best in the business to solve... ...Finance team helps unlock strategic value through enhanced financial planning, forecasting, and analytics capabilities. By combining...SeniorLocal areaVisa sponsorship
- ...Senior Analyst, Financial Planning & Analysis What we are: Fun, fast-paced, client-focused, people-centric, inviting, flexible, and rapidly growing... ...and numbers. This individual will play a crucial role of advisor to the CFO and executive team, driving the financial...SeniorTemporary workRemote workFlexible hours
- ...Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas... ...marketplace. Our Specialty Human Services Division is seeking a Senior Underwriter or Underwriting Specialist to join its team. Job level...SeniorFull timePart timeSeasonal workWork at officeRemote work
$95k - $120k
...to innovation and high performance. Company URL: The company is an equal opportunity employer. Responsibilities The Senior Underwriter builds dynamic relationships, maintains a strong distribution channel, drives written premium growth, and maximizes...SeniorFull time- General information Country USA State Ohio City Cincinnati Descriptions & requirements About the role:As a Senior Security Operations Center (SOC) Analyst at TQL, you'll help protect one of the nation's largest freight brokerage technology environments...SeniorH1b
$46.99k - $122.4k
...at a time. A Brief Overview Prepares and distributes periodic financial statements for users other than those directly employed by the... ...include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based...SeniorHourly payFull timeTemporary workWork experience placementLocal area$77k - $202k
...ApplicableSpecialismOracleManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs an Oracle Cloud Finance - Senior Associate, you will specialize in using and managing the Oracle Financials software, an integrated financial management system that provides tools for managing financial...SeniorFull timeH1b- ...Overview Skylight Financial Group, one of the region's largest financial planning firms,... ...with over $600 billion in assets. As an Advisor, you will be creating a comprehensive and... ...to fund a college education, prepare for retirement, protecting themselves from the risks of...Immediate start
- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year .... ...Benefits and perks Paid medical and dental insurance. 401(k) retirement plan with company match. Noncontributory pension plan. Group term...Local area
$110k - $165.3k
Job LocationCINCINNATI GENERAL OFFICESJob DescriptionWe are seeking an experienced Identity & Privileged Access Operations Engineer to join the Information Security Identity and Access Management organization. This role will provide advanced operational support for SailPoint...SeniorFull timeWork at officeRelocation$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern... ...Advisory Services · Trust Services · Retirement Solutions · Business Needs... ...Series 63, and moreCertified Financial Planner® licensing support2Fully company-funded...Full timeContract workFor contractorsWork at office$138.8k - $215.9k
As a Senior Manager in our Tax Credits and Incentives Advisory (TCIA) Practice, you will... ...life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other... ...providing you and your family with a measure of financial protection.Pay Range: $138,800-$215,900...SeniorFull timeWork experience placementLocal areaRemote work- Summit Consulting in Cincinnati, OH, is looking for a Claims Representative/Sr. Claims Representative to manage a portfolio of claims while ensuring timely resolutions and handling negotiations. This position requires an on-site presence for four days a week, with one ...SeniorRemote work
$96k - $181k
Location:66 South Pearl Street, Albany New YorkJob Description: The Senior Credit Officer for Payments Products is a key member of the... ....Conduct in-depth risk assessments, including evaluation of financial statements, payment flows, transaction structures, and overall...SeniorFull timeWork at officeFlexible hoursNight shiftAfternoon shift3 days per week$148.5k - $174.7k
...businesses we serve to make better and smarter financial decisions and enabling the communities... .... Grows revenue as directed by senior management through the successful acquisition... ...leave401(k) and employer-funded retirement planPaid vacation (from two to five weeks...SeniorFull timeWork experience placementLocal area3 days per week- ...generation Wholesale credit technology offerings. Become a trusted advisor for C-suite clients looking to solve critical business problem.... ...platforms, e.g., Moody’s, Blooma, Built An advanced degree or financial industry certification nCino expertise preferred including...SeniorFull timeLive inWork at officeLocal area
- ...Groundswell is a premier technology integrator providing solutions to federal agencies, seeking a senior test lead to supervise a team and own the end-to-end testing program. You will translate complex requirements into testable objectives and guide automated testing...Senior
$70k - $140k
...transactions etc, demonstrating an advanced understanding of complex financial structures.Compliance Oversight: Ensure strict adherence and... ...coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time...SeniorFull timeWork at officeRemote workWork from homeFlexible hours- ...Claims Specialist/Senior Claims Specialist Mid-Continent Group is currently seeking a Claims Specialist/Senior Claims Specialist... ...improve outcomes. Serve as a technical expert and strategic advisor within your line of business. Ensure compliance with all legal...Senior
- ...Travel to other offices around Cincinnati, OH will be expected. SUMMARY Deliver excellent patient-centered care by ensuring the financial and surgical communication process is complete for patients having surgical procedures. ESSENTIAL DUTIES AND RESPONSIBILITIES...Full timeWork at officeWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Retirement Planner/Senior Financial Advisor. Be the first to apply!

