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Golden Reserve · 1 month ago

Client Servicing Retirement Planner

Cleveland, OH

Full-time

Onsite

Mid Level

$100K/yr - $125K/yr

3+ years exp

Golden Reserve LLC is a company dedicated to transforming the retirement planning experience for both clients and Client Servicing Retirement Planners. The role focuses on managing a dedicated book of clients, leading strategy discussions, and providing comprehensive support across various financial domains, ensuring client satisfaction and retention.

ConsultingFinancial ServicesRetirement

Responsibilities

Own and manage a dedicated book of clients

Lead annual reviews, tax planning meetings, and ongoing strategy discussions

Deliver an unmatched client experience across investment, insurance, legal, and tax

Be the central relationship driver, supported by our in-house team of CPAs, attorneys, and client service professionals

Build meaningful relationships with clients that lead to world-class client retention and client referral opportunities

Qualification

Client RetentionFinancial Planning ExperienceActive Life & Health Insurance LicenseSeries 65EquivalentTax LiteracyPlanning SkillsClient-First MindsetGrit