Financial Advisor Trainee

Locations | Pleasanton | Walnut Creek | Sacramento | Roseville | Redwood City | San Jose Are you successful in sales, recruiting, leadership, business development, education, hospitality, banking, or another relationship-driven career, but ready to build something of your own? Golden Summit Wealth & Insurance Solutions is looking for motivated professionals who want to transition into financial services through a structured training and development program. Prior financial services experience is not required. We provide licensing support, hands-on development, mentorship, and access to experienced advisors and in-house specialists. You bring the work ethic, relationship skills, and willingness to learn. This opportunity is designed for someone who wants more control over their career, income, and long-term growth while helping individuals, families, and business owners make confident financial decisions. What You’ll Learn and Do Complete the insurance and securities licensing required for the positionLearn how to identify a client’s financial goals, priorities, and concernsHelp clients understand strategies related to protection, investments, retirement, and long-term financial planningDevelop new relationships through networking, referrals, community involvement, and business developmentBuild and manage your own client baseParticipate in structured training, coaching, and professional developmentWork alongside experienced advisors through mentorship and joint client workCreate a business plan for developing a sustainable financial practice What Golden Summit Wealth Provides Support throughout the licensing processStructured training for professionals who are new to financial servicesOngoing coaching and mentorshipJoint-work opportunities with experienced advisorsAccess to specialists in planning, insurance, investments, marketing, operations, and practice developmentA collaborative environment with the freedom to develop your own practiceOpportunities to grow into leadership, specialization, or team-based advisory work Who We’re Looking For You May Be a Strong Fit If You Have succeeded in a sales, leadership, recruiting, client service, or business development roleEnjoy meeting people and developing long-term relationshipsAre comfortable initiating conversations and asking for businessTake personal responsibility for your resultsRespond well to coaching and constructive feedbackCan remain consistent even when results are not immediateWant to build a business rather than simply perform assigned tasksAre motivated by both financial opportunity and meaningful client impact Qualifications Two or more years of professional experience preferredBachelor’s degree preferred, or comparable professional experienceNo financial licenses are required at the time of applicationMust be eligible to obtain the required insurance and securities licensesMust be willing to complete licensing education and examinationsMust be comfortable with performance-based compensation Compensation is performance-based and may include commissions, incentives, and additional compensation based on production and eligibility. This position does not provide a traditional guaranteed salary. Actual earnings will depend on licensing, activity, client development, and individual business results. Eligible financial professionals may also qualify for certain benefits and retirement programs, subject to applicable contract and production requirements. About Golden Summit Wealth Golden Summit Wealth & Insurance Solutions helps individuals, families, and business owners coordinate protection, investments, retirement planning, and other financial priorities. Our professionals have the independence to build their practices while working within a collaborative environment supported by experienced leaders and in-house resources. This is a full-time independent contractor career opportunity. Golden Summit Wealth & Insurance Solutions is committed to providing equal opportunities to qualified candidates.