Golden Wealth Strategies
Are you an experienced Financial Advisor with a solid book of business—but looking for a platform that truly helps you scale, increase revenue, and deliver more value to clients? If so, this may be the best career move you’ll ever make.
Responsibilities
Manage and service your existing clients Grow your book with warm inbound opportunities Deliver comprehensive retirement and financial plans Provide clients with guaranteed income, tax strategies, and long-term planning solutions Work collaboratively with our planning and case design team Educate clients and guide them toward smart, stable financial decisions Qualifications
Currently licensed (Life/Health ideal; Series 65/7 is a bonus, CFP doesn't hurt) Already managing a book of business Motivated to scale with a more supportive platform A fiduciary-minded professional who puts clients first A strong communicator who enjoys building long-term relationships Interested in expanding into tax planning, annuities, and retirement income planning Compensation
$127,000 - $250,000 yearly
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Manage and service your existing clients Grow your book with warm inbound opportunities Deliver comprehensive retirement and financial plans Provide clients with guaranteed income, tax strategies, and long-term planning solutions Work collaboratively with our planning and case design team Educate clients and guide them toward smart, stable financial decisions Qualifications
Currently licensed (Life/Health ideal; Series 65/7 is a bonus, CFP doesn't hurt) Already managing a book of business Motivated to scale with a more supportive platform A fiduciary-minded professional who puts clients first A strong communicator who enjoys building long-term relationships Interested in expanding into tax planning, annuities, and retirement income planning Compensation
$127,000 - $250,000 yearly
#J-18808-Ljbffr