Description. Golden Reserve is looking for an experienced Regional Client Administrator (RCA) at our location in Dayton, with regional coverage of our office in Tipp City according to client meeting/event needs. 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) al...
Description. As we expand our growing enterprise into Michigan. Golden Reserve is looking for an experienced financial services planner (IE: Retirement Planner) to aid in helping us build out our newest region. 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 mos...
Description. Golden Reserve is looking for an experienced Client Services Specialist (CSS) for our location in Pepper Pike. 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...
Description. Client Relations Associate. Dublin, Ohio. Full-time position in-office. Golden Reserve is seeking a detail-oriented and customer-focused individual to join our team. As a Client Relations Associate, you will be part of our high-performing Scheduling Team. We run TV Shows, Radio Shows, Ads and other marketing activity across 7 cities generating phone calls and web forms that have to be handled with extreme care. The Client Relations A...
Description. Golden Reserve is looking for an experienced Regional Client Administrator (RCA) at our location in Findlay, with regional coverage of our offices in Maumee and Lima according to client meeting/event needs. 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 fo...
Description. Golden Reserve is looking for an experienced Regional Client Administrator (RCA) at our location in Westlake. 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 and outbound client communication and correspondence (phones, digital and trad...
Description. At Golden Reserve, we are disrupting the financial industry with retirement services that are right for Ohio retirees. We have 17 offices across the state and over a thousand clients. Every week, we run television and radio shows across the state generating dozens of phone calls to our appointment scheduling team. Title: Client Relations Associate. This position is part of the Client Relations Team. The position requires phone excell...
Description. 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 industr...
Description. 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 industr...
