AlerStallings · 5 days ago
Client Servicing Retirement Planner
Dayton,OH,US
Full-time
Onsite
Mid Level
$100K/yr - $125K/yr
3+ years expGolden Reserve is a company focused on transforming retirement planning for clients and financial advisors. They are seeking an experienced Client Servicing Retirement Planner who will manage a dedicated book of clients, lead annual reviews and tax planning meetings, and ensure an exceptional client experience across various financial services.
ConsultingGovernmentLaw EnforcementManagement Consulting
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
Required
3+ years of client-facing and servicing financial planning or advisor experience
Active Life & Health Insurance License
Series 65 or equivalent
Strong planning skills, tax literacy, and a client-first mindset
Grit — we're a blue-collar team in a white-collar world. We hustle, take ownership, and deliver on our promises
Benefits
Generous PTO
Health, dental, and vision insurance
401(k) with company match
Life insurance
Company
AlerStallings
AlerStallings is a law firm that provide value by via technology focused on estate planning, elder law, and estate administration.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Greg Aler
Chief Executive Officer
Amy Himmelrick
Partner
Company data provided by crunchbase