Financial Advisor

About Us

Are you ready to take the next step in one of the most personally and financially rewarding career paths as a Financial Advisor? Can you be motivated to pursue and build a career where you directly contribute to a clients’ financial future that transcends generations, business and communities? At GoldBook Financial, we redefine the financial services industry by combining cutting-edge technology, innovative strategies, and a commitment to advisor AND client success.

What Sets Us Apart – the Cornerstones of Your Success

• A diversified suite of investment and insurance products and services that drive entrepreneurial growth without proprietary restrictions.
• Own your book of business – build something for yourself, not your company. Supported Independence in a Professional Partnership with your firm.
• Comprehensive Support and Mentorship: We provide the tools, guidance, and resources to fast-track your career without the typical challenges of starting on your own.
• Our Fast Start Marketing Program, helping new advisors drive regular activity and income as you build out your desired target market.
• Joint work, collaborative culture: Work alongside experienced advisors who are committed to helping others grow, not just hit numbers.
• World-Class Training: Access modern training programs that empower you to make informed decisions for yourself and your clients.
• Career Development: Choose to build your financial planning practice or develop a team, with full experienced support.
• Innovative technology for your digital practice.
• Unparalleled Benefits: Unlimited earning potential, flexible work schedules, Fortune 100 benefits, exclusive travel incentives, and more.

Your Role

As a key contributor to the team, and to build your book of business, you will:

• Build and nurture a robust network of clients seeking tailored financial planning services.
• Expand your reach through effective strategies, including social media, networking events, referrals, and seminars.
• Provide a wide range of financial services, including estate planning, wealth management, and insurance solutions.
• Collaborate with our expert planning and wealth management teams to deliver superior results and financial outcomes for clients.
• Achieve necessary licensing to provide comprehensive financial support to clients.
• Elevate your knowledge: reimbursement program available for eligible professional designations to elevate your knowledge and career.

What We’re Looking For

• 4 year degree or equivalent professional experience - students please apply to the internship program not to this position.
• Preferred but not required: a minimum of 3+ years of professional experience in Financial Services, Insurance, or a related field.
• For career changers, prior successful sales experience a plus.
• Confidence in addressing client objections and navigating challenging conversations.
• An entrepreneurial mindset with a passion for business development.
• Proven ability to cultivate relationships.
• Interest in team building and mentoring others.
• Strong interpersonal skills and a results-driven attitude.

Why Join Us?

• Backed by Industry Leaders: As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer.
• Advisor-First Approach: Enjoy unparalleled resources and support designed to help you thrive.
• Financial Freedom: Unlock earning potential through commission and fee-based compensation, lucrative bonuses, recurring income and transition support for experienced advisors.
• Flexibility and Independence: You own your practice; you own your time. This profession is all about results and you manage your schedule accordingly.

Total Compensation

First year advisors’ to experienced advisors’ variable performance based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range).

Benefits

• 401(k)
• 401(k) matching - up to 10% company match
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Retail plan
• Vision insurance