Wealth Management Advisor
About the role
Golden Summit Wealth is expanding its team and is seeking motivated professionals to join as Wealth Management Advisors. This role offers the chance to build strong client relationships, assist in financial decision-making, and grow your professional practice with support from an experienced team.
Responsibilities
- Build and grow relationships with clients, professionals, and community connections
- Help clients identify financial goals and create strategies around protection, retirement, wealth accumulation, and legacy planning
- Develop a personal market and business plan with leadership support
- Possess a personal market and business plan with leadership support
- Partner with experienced advisors and internal specialists to deliver thoughtful financial solutions
- Continue growing your knowledge in financial planning, investments, insurance, and practice management
Requirements
We're looking for professionals who are self-motivated, people-focused, and ready to grow. Strong candidates may come from financial services, banking, insurance, sales, business development, leadership, real estate, mortgage, or other relationship-driven industries.
Qualifications
- Natural connector who enjoys building relationships
- Coachable, curious, and willing to put in the work
- Professional, organized, and client-focused
- Comfortable having meaningful conversations around goals, money, family, and the future
- Looking for a career with growth, autonomy, and purpose
Skills
- Financial planning
- Investments
- Insurance
- Practice management
Benefits
At Golden Summit Wealth, you'll have access to training, mentorship, planning resources, marketing and operational support, and a collaborative team invested in your success.
Pay
The salary range for this position is $80,000 - $120,000 annually, commensurate with experience.
Schedule
Full-time positions available.
Benefits
- Training and development opportunities
- Mentorship and coaching support
- Marketing and operational support
- A supportive team environment