Financial Advisor
TradeJobsWorkforce95112 San Jose, CA, USFull-time
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial s... Show more
Financial AdvisorGolden Summit Wealth & Insurance Solutions a MassMutual Firm • San Jose, CA, US
Financial Advisor
Golden Summit Wealth & Insurance Solutions a MassMutual Firm • San Jose, CA, US
30+ days ago
Job type
- Full-time
Job description
You've got your foot in the door. Now it's time to build something real. Golden Summit Wealth is hiring a licensed financial professional who is early in their career and ready for more growth, more support, and a better platform to expand their impact. 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. Golden Summit positions itself as a place where advisors can run their practice with flexibility while tapping into a collaborative team, integrated planning resources, and dedicated support. What you'll do: * 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 What we're looking for: * 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 Golden Summit's public careers language emphasizes culture, leadership, career growth, in-house support, and the freedom to grow your practice independently. Location: Northern California
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Financial Advisor • San Jose, CA, US
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