Client Servicing Retirement Planner - Base Salary Bonus Opportunity
Company: Golden Reserve LLC
Location: Wexford
Posted on: January 18, 2026
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Job Description:
At Golden Reserve , we know the roadblocks that financial
advisors face. The uphill battle to build your book from scratch.
The vague promises of "support" that fade after onboarding. The
feeling that unless you inherit a book or belong to the right
country club, success is out of reach. We’re here to change that —
not just for retirees, but for the Client Servicing Retirement
Planners ( CSRP ) we hire. This role is unique because unlike most
financial advisor positions, the primary function and
responsibility of this person is not sales. A SCRP manages, updates
and takes 100% ownership over every aspect of their client’s
retirement success. Specifics We’re looking for an experienced CSRP
who will: · 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. What Makes Golden Reserve Different? We
have built a model that removes the barriers most financial
planners face: · Flat Fee – we do not charge a % AUM model based on
client’s assets under management – we charge the same flat fee for
our client based on the services we provide · No product pushing –
our model is built around education, planning, and transparency
using a blend of equities and insurance products · Full-service
support – with in-house legal, tax, and client service teams,
you’re not alone in delivering value and have many of our resources
just down the hall What We Provide: Salary Uncapped Bonuses (Not
Commission-Only) · Retirement Planner (2–4 years’ experience):
$100,000 - 125,000 starting salary · Salaries are ongoing – they do
not phase out or disappear · Plus: · Generous PTO · Health, dental,
and vision insurance · 401(k) with company match · Life insurance
What We Expect: · Client Retention : You’ll be meeting existing
clients — your goal is to ensure that their retirement needs are
met · World-Class Client Service : Be the primary relationship
manager and deliver consistent, high-touch client experience ·
Commitment : We’re not just hiring employees — we’re building
leaders who believe in a new way of planning Want to Learn More
Before Applying? · Fire Your Financial Advisor – Our CEO’s Amazon
Bestselling Book · Golden Reserve Careers & Culture;
www.goldenreserve.com/careers If you’re ready to be part of a
company that's changing the future of retirement planning , apply
today and join one of the fastest-growing firms in the Midwest.
Compensation details: 100000-125000 Yearly Salary
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Keywords: Golden Reserve LLC, Cuyahoga Falls , Client Servicing Retirement Planner - Base Salary Bonus Opportunity, Customer Service & Call Center , Wexford, Ohio
