Financial Advisor

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

6d • Onsite

About The Position

Golden Summit Wealth & Insurance Solutions is seeking financial advisors, insurance advisors, financial representatives, and licensed professionals with at least one year of industry experience. This role is ideal for individuals who have a foundation in insurance or financial services but feel limited by their current platform, product access, training, compensation, or growth opportunities. At Golden Summit Wealth, you will have the opportunity to continue developing your own practice while gaining access to mentorship, joint work, planning resources, in-house specialists, and a collaborative advisor community.

Requirements

• At least one year of experience as a financial advisor, insurance advisor, financial representative, producer, banker, or similar professional
• Experience developing client relationships and discussing financial or insurance needs
• A history of prospecting, referral development, or business development
• Strong communication and follow-through
• A desire to expand beyond transactional product sales
• The ability to work independently while also collaborating with mentors and specialists
• A coachable, growth-oriented approach
• The resilience required to build a long-term financial practice
• Must be comfortable with a performance-based compensation structure
• Must be able to work from or regularly attend a Northern California office

Nice To Haves

• Active California Life and Health license preferred
• SIE or existing securities licenses are a plus
• Unlicensed securities candidates must be willing and eligible to complete the necessary registration requirements
• Existing client relationships or prior production are helpful but not required
• Bachelor’s degree preferred, or comparable professional experience

Responsibilities

• Develop and manage relationships with individuals, families, professionals, and business owners
• Conduct discovery conversations to understand each client’s goals, priorities, and financial concerns
• Help clients coordinate insurance, investments, retirement strategies, and broader financial planning needs
• Build new client relationships through referrals, networking, community involvement, and business development
• Maintain consistent follow-up and client service
• Partner with experienced advisors and specialists on more complex planning opportunities
• Continue developing your knowledge of financial products, planning strategies, and practice management
• Create and execute a business plan for growing your client base and production

Benefits

• Ongoing training and professional development
• Mentorship and joint-work opportunities
• Access to experienced specialists across planning, insurance, investments, marketing, and operations
• Support for professionals working toward additional securities licenses
• A team-based environment without giving up the ability to develop your own practice
• Resources to help you expand from a primarily insurance-based practice into broader financial planning
• Career growth opportunities, including specialization, strategic teaming, and leadership

What This Job Offers

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