Retirement Financial Planner Training Program

Delaware, OH
30+ days ago

Job Description

Retirement Financial Planner Training Program


We believe the industry hasn’t evolved to adequately support the aging American population when it comes to retirement. That is, until now. Golden Reserve is a team of Retirement Planners jumping in the ring to challenge the established industry giants. These mavericks shine a light on the excessive fees, missing services and all the other secrets that that financial services world doesn’t want anyone to know.

So, you won’t see our team on million-dollar-a-minute commercials, but you will see us fighting side-by-side with everyday retirees to help them build plans that protect their life savings.

If you want more out of your career, Golden Reserve can give you purpose and financial rewards.

**Financial experience not required because we are not financial advisors.**


Are you looking for more fulfillment from your career? Are you wondering what career change could make sense for you and increase your income potential? Now’s the time to consider Golden Reserve.

Our Retirement Planners are protectors of retirement. This means they use our proven process to address the risks that can compromise retirement financial well-being. They can focus 100% of their efforts on people in or near retirement. They don’t have to be everything to everyone. Using our tools, experts and services specifically geared for retirees, they can become extremely valuable guides helping clients through retirement.


If you’re changing careers, we’d love to welcome you to our team. We offer a comprehensive 90-day training program to make sure you fully understand our services, tools and most importantly, our story. You’ll graduate the program with confidence in what we do and how it helps enrich the lives of our clients in retirement.


  • 3-month training program
  • Personalized sales/marketing mentoring
  • Competitive base salary + Lucrative Variable Compensation & Performance-based incentives
  • Generous time off policy, Health Insurance, Dental Insurance, 401(k), Life Insurance & Profit Sharing

**Successful Retirement Planners can earn up to $100k in their first year.**

We want people with different backgrounds and work experience, including but not limited to business development, sales, hospitality, banking, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. Ideally, you have a 4-year degree, strong interpersonal skills, grit, hustle, passion, and perseverance.

Required: 2+ years of work experience after obtaining 4-year degree.

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About Golden Reserve:

You don’t join our team because you’re looking to change your job. You join our team because you’re looking to change the industry.

At Golden Reserve, we offer a better solution for retirement planning with a focus on asset preservation that protects our clients’ vision for retirement. In less than a decade, we’ve protected over a half billion in assets, grown our footprint across Ohio, and earned the trust of thousands of Ohioans.

We’re forging our own path—one that gets retirees down the mountain safely, helping them avoid the risks inherent in retirement—and we’re proud to lead the way. Join us on the journey.

Job Type: Full-time

Pay: $50,000.00 - $100,000.00 per year


  • Monday to Friday

Ability to Commute/Relocate:

  • Delaware, OH: Reliably commute or planning to relocate before starting work (Required)


  • Bachelor's (Required)


  • post-bachelors degree work: 2 years (Required)


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