Golden Reserve · 1 day ago
Client Servicing Retirement Planner - Base Salary + Bonus Opportunity
Pittsburgh, PA
Full-time
Onsite
Mid Level
$100K/yr - $125K/yr
3+ years expGolden Reserve LLC is a company focused on transforming retirement planning for both clients and Client Servicing Retirement Planners. This role emphasizes client management and relationship building rather than sales, with responsibilities including leading client meetings and ensuring comprehensive retirement strategies.
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
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
Golden Reserve
Golden Reserve provides retirement, investment, advisory, and financial decisions services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Greg Aler
Chief Executive Officer
Drew Paul
Region Head / Partner
Recent News
2025-04-22
2025-04-22
2025-04-22
Company data provided by crunchbase