Experienced Wealth Advisor

You have built experience advising clients. Your next move should give you more than a new logo on your business card. Golden Summit Wealth & Insurance Solutions is seeking an experienced, securities-licensed wealth advisor who wants the autonomy to grow a practice with the support of a collaborative, well-resourced financial organization. This opportunity is designed for advisors who value comprehensive planning, open access to financial solutions, professional collaboration, and the ability to serve clients through different stages of their financial lives. Whether you are looking to expand your current practice, strengthen your planning capabilities, join a team, or develop a long-term succession strategy, Golden Summit Wealth provides the resources to help support your next stage of growth. What You’ll Do Provide comprehensive guidance to individuals, families, professionals, and business ownersDevelop financial strategies based on each client’s goals, priorities, risk considerations, and time horizonCoordinate investment, retirement, insurance, estate-planning, and business-planning needsManage and deepen existing client relationshipsDevelop new business through referrals, professional relationships, community involvement, and targeted business developmentCollaborate with specialists and other advisors on complex client casesMaintain all required licenses, registrations, continuing education, and compliance standardsBuild a scalable practice supported by effective service, technology, and team resources Why Experienced Advisors Consider Golden Summit Wealth Autonomy to develop and manage your practiceAccess to comprehensive planning and investment resourcesDedicated transition and onboarding supportCompetitive, performance-based compensationProfessional teaming and joint-work opportunitiesIn-house specialists and support departmentsMarketing and practice-development resourcesSupport for acquisitions, continuity planning, and succession strategiesA collaborative culture focused on long-term growth and client impact Qualifications Demonstrated experience as a wealth advisor, financial advisor, investment advisor representative, registered representative, or similar financial professionalActive Series 7 and Series 66 licenses, or active Series 6, Series 63, and Series 65 licensesActive state insurance licenses preferredExperience providing investment, retirement, insurance, or comprehensive financial guidanceA record of developing and maintaining long-term client relationshipsStrong understanding of regulatory and compliance responsibilitiesAbility to independently develop business and manage a client practiceCommitment to ethical, client-centered recommendationsExisting production, client relationships, or a transferable practice are strongly preferredBachelor’s degree or comparable professional experience preferred The Advisor We Want to Meet You may be a strong fit if you are looking for: More freedom in how you build and position your practiceA wider range of resources for serving clientsGreater collaboration without losing your independenceSupport transitioning your business and retaining client momentumA firm that can support both your current production and future growthA long-term home for your clients, team, and professional legacy