Financial Advisor Trainee

Golden Summit Wealth & Insurance Solutions a MassMutual Firm • Sacramento, CA

1d • Onsite

About The Position

Golden Summit Wealth & Insurance Solutions is seeking motivated professionals to transition into financial services through a structured training and development program. Prior financial services experience is not required. The company provides licensing support, hands-on development, mentorship, and access to experienced advisors and in-house specialists. This opportunity is designed for individuals who want more control over their career, income, and long-term growth while assisting individuals, families, and business owners in making confident financial decisions.

Requirements

• Two or more years of professional experience preferred
• Bachelor’s degree preferred, or comparable professional experience
• No financial licenses are required at the time of application
• Must be eligible to obtain the required insurance and securities licenses
• Must be willing to complete licensing education and examinations
• Must be comfortable with performance-based compensation

Nice To Haves

• Succeeded in a sales, leadership, recruiting, client service, or business development role
• Enjoy meeting people and developing long-term relationships
• Comfortable initiating conversations and asking for business
• Take personal responsibility for your results
• Respond well to coaching and constructive feedback
• Can remain consistent even when results are not immediate
• Want to build a business rather than simply perform assigned tasks
• Motivated by both financial opportunity and meaningful client impact

Responsibilities

• Complete the insurance and securities licensing required for the position
• Learn how to identify a client’s financial goals, priorities, and concerns
• Help clients understand strategies related to protection, investments, retirement, and long-term financial planning
• Develop new relationships through networking, referrals, community involvement, and business development
• Build and manage your own client base
• Participate in structured training, coaching, and professional development
• Work alongside experienced advisors through mentorship and joint client work
• Create a business plan for developing a sustainable financial practice

Benefits

• Support throughout the licensing process
• Structured training for professionals who are new to financial services
• Ongoing coaching and mentorship
• Joint-work opportunities with experienced advisors
• Access to specialists in planning, insurance, investments, marketing, operations, and practice development
• A collaborative environment with the freedom to develop your own practice
• Opportunities to grow into leadership, specialization, or team-based advisory work
• Eligible financial professionals may also qualify for certain benefits and retirement programs, subject to applicable contract and production requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree