Financial Advisor
About The Position
Golden Summit Wealth is seeking a licensed financial professional who is early in their career and ready for more growth, 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. The ideal candidate may have started building relationships and advising clients but is 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.
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
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
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
