Golden Reserve · 2 hours ago
Financial Paraplanner/Client Service Specialist
Pittsburgh, PA
Full-time
Onsite
Entry, Mid Level
$70K/yr - $100K/yr
2+ years expGolden Reserve is looking for an experienced Client Services Specialist who will blend responsibilities of a Paraplanner and Client Services Coordinator. The role involves managing the client sales process, delivering ongoing client support, and facilitating insurance application execution.
ConsultingFinancial ServicesRetirement
Responsibilities
Managing our entire back-end client sales process, including the building our client Roadmaps (our version of a financial plan)
Delivering world-class first line ongoing client support and service
Facilitating start-to-finish insurance application execution
Qualification
Required
Two (2) years+ of financial services experience
Life Insurance Annuity Application Excellence – completion, monitoring & management
GRIT – we built this company brick by brick on a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter in this workplace
Benefits
Generous time off policy
Health Insurance
Vision Insurance
Dental Insurance
401(k)
Life Insurance
Company
Golden Reserve
Golden Reserve provides retirement, investment, advisory, and financial decisions services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Greg Aler
Chief Executive Officer
Drew Paul
Region Head / Partner
Recent News
2025-04-22
2025-04-22
2025-04-22
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