Financial Advisor

About the role

This role is designed for someone with 1 to 3 years of experience who already holds an insurance license and/or securities registrations such as Series 7 and 66 or Series 6, 63, and 65. You may have started building relationships and advising clients, but you are now looking for a firm that offers stronger support, more planning resources, and room to grow.

Responsibilities

• Build and deepen client relationships
• Deliver financial guidance across protection, retirement, and wealth-building strategies
• Continue growing your practice with access to planning and product support
• Partner with specialists and internal resources to better serve clients

Requirements

• 1 to 3 years of experience in financial services, insurance, wealth management, or a related advisory role
• Active insurance license and/or Series 7/66 or 6/63/65
• Strong relationship-building and client-facing skills
• Entrepreneurial mindset with a desire to grow
• Motivated by meaningful work, long-term income potential, and professional development

Why Golden Summit Wealth

• A platform built for growth, autonomy, and support
• Access to integrated planning resources and in-house specialists
• Open architecture approach that gives advisors flexibility
• Collaborative leadership and team culture
• Opportunity to build your practice with a respected Northern California firm

Pay

$110,000 to $300,000 per year

Schedule

Hybrid