Retirement Planner

Retirement Planner

AlerStallings LLC | Findlay, OH, 45840, US
Job Type: Full TimeSalary Range:$50,000 – $73,000 Salary range estimated by Zippia

Posted a month ago

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Are you a financial advisor?

IF YES – keep reading.

Do you feel uninspired? Is your work culture lame? Is the owner not the mentor you hoped for, or worse, rarely around? Are you tired of being pressured to bring in more business but given no support on how to make it happen? Is helping folks more important than filling a bottomless AUM bucket? Does arbitrarily charging someone one percent feel awkward, or a little unfair? Do you wish you could have a team of in-house CPAs and attorneys down the hall to help your clients tackle the biggest risks in retirement?

Do you want to hear about how the Financial Advisor's old approach to retirement planning is quickly becoming a thing of the past? And what type of financial professionals are now needed more than ever to address the ever-changing needs of today's retirees?

IF YES – keep reading.

We are Retirement Planners – not Financial Advisors. We are the sheepdogs of the financial industry. The protectors of retirees from the biggest risks: (i) Taxes, (ii) Fees, (iii) Risk and (iv) Long-Term Care. And most of all we protect retirees from the wolves, well, from the financial advisors still living in the past. An industry that's been warped into ignoring the most important things retiree's need and replacing it with jargon, pointless certifications, and ever-evolving ways to charge new fees to their retirement accounts.

If you want to help change the financial world. If you want to truly help retirees. If you want to stop just talking about tax and legal issues and fix those issues in-house. Then maybe you have what it takes to be a Retirement Planner.

If you want to learn more about how we are winning across Ohio against a trillion-dollar industry – check out our tv and radio show Expedition Retirement, and our new book – Fire Your Financial Advisor.

If after kicking our tires, you are serious and interested in helping us change the world, then give us a shout.


  • comprehensive training program
  • personalized sales/marketing mentoring
  • established merit-based career pathing
  • competitive RAMP UP BASE SALARY ranging between 50k-100k based on experience, PLUS Lucrative Variable Compensation & Performance-based incentives
  • uncapped Bonus Structure
  • generous time off policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance

To get a better feel for Golden Reserve, check out our career link.

  • 2+ years of financial sales or client-facing finance experience
  • Ohio Life & Health Insurance Certification
  • Series 65 (or equivalent) is eventually required but not needed to apply
  • Bachelors Degree