AS Advisors Group is seeking a full-time, experienced Bookkeeper to support our Dublin, Ohio office. Are you highly organized and detail-oriented. Do you enjoy working with spreadsheets, keeping financial data accurate, and making sure everything balances. Are you looking for an innovative, growing company where your work truly matters. If so, this could be the perfect opportunity for you. AS Advisors Group is the parent company of Golden Reserve...
Description. Golden Reserve is looking for an experienced financial retirement planner for our locations in our region Cleveland (Independence, Sheffield Village, Pepper Pike, Akron). We know the challenges you face to make it in the financial industry. Particularly, if you don’t inherit a book of business, or your parents weren’t a member of the right country club. We know about the empty promises you’ve probably heard to get you in the door but...
Description. Golden Reserve is looking for an experienced Client Services Specialist (CSS). Our CSS is a mix of a Paraplanner and Client Services Coordinator. Unlike other financial institutions, this is NOT an administrative role. As a CSS, you would be responsible for (1) managing our entire back-end client sales process, including the building our client Roadmaps (our version of a financial plan), (2) delivering world-class first line ongoing ...
Golden Reserve is looking for an experienced Regional Client Administrator (RCA) that will oversee our locations in Gahanna, Ohio as well as our newest location that is soon to open in the Easton area. Our RCA is a mix of a Receptionist and an Office Manager. Unlike other financial institutions, this is NOT just an administrative role – you are vital part of the sales and operational teams. As an RCA, you would be responsible for (1) all incoming...
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 becaus...
Golden Reserve is looking for an experienced financial retirement planner for our locations in our Pittsburgh region (Canonsburg, Green Tree). We know the challenges you face to make it in the financial industry. Particularly, if you don’t inherit a book of business, or your parents weren’t a member of the right country club. We know about the empty promises you’ve probably heard to get you in the door but very little support and guidance once yo...
Do you want to wake up every day and provide peace-of-mind to real, hard-working families. AlerStallings law firm is looking for an experienced estate planning associate. We know getting started in the legal industry can be challenging. We know about stressful billable hour requirements. We know the challenges of tackling new systems and a new niche area of the law. We know about the lack of culture, training, and team-oriented support missing fr...
