Retirement Planner

Golden Reserve LLC   Toledo, OH   Full-time     Legal
Posted on November 21, 2023
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Golden Reserve is looking for experienced financial services planners. We know how challenging the financial industry can be to get started. We know the work it takes to build your own book, if you don't inherit it from a parent, or an existing practice. We know about the empty promises and lies spread by most financial firms to get you in their door.


Golden Reserve built our company on trying to not just change the financial industry for retirees – but also for the Retirement Planners we hire. At Golden Reserve, you don't need a huge rolodex of friends and family to win – we provide you leads from our TV & Radio Shows ( and Seminars. Our unique model, combines legal, tax and finance – all under one roof – at one flat-fee package cost (no more AUM).


And it is working, we are one of the fastest growing companies in Ohio, with close to 20 offices and regularly recognized as one of the most innovative financial service companies in the country.


What we ask

· Conversion: we deliver leads to our Retirement Planners from seminars, radio, internet, and TV shows (The Expedition Retirement Show) – we expect you win these cases so we can help them navigate retirement.


· Service: Retirement Planners provide excellent customer service to our existing clients.


· Commitment: we know we must earn your trust, but we expect every Retirement Planner recruit to be committed to our new way of approaching financial services.


What we need:

  • Two (2) years+ of client facing financial services experience.
  • State Life and Health Insurance Licenses.
  • FINRA Series 65 registration, or equivalent licensing.
  • GRIT – we built this company brick by brick on a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter in this workplace.

What we provide:


· Prospects – you do NOT need to bring, or even build your own book of business to be successful here, just your talent to convert these prospects to clients.


· Competitive Base Salary (starting at $125,000), plus uncapped Production & Bonus incentives.


· Generous time off policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance.


If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume.


BUT BEFORE YOU APPLY – this is NOT a typical financial services position – so if you want to learn more about how we are different, do us a favor and check out Expedition Retirement, our television ( and radio shows (, to see if our mission is the right fit for you – or read our CEO's Amazon bestselling book – Fire Your Financial Advisor (

You can also learn more at



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