Financial Advisor

GoldBook Financial•La Jolla, CA

13d

About The Position

GoldBook Financial, a member of the MassMutual family of firms, is hiring a Financial Advisor to build and manage an independent practice with support from a local firm and MassMutual. The role is entrepreneurial and relationship-driven, with access to training, mentorship, technology, marketing resources, and experienced professionals. The advisor serves individuals, families, and business owners by developing personalized, long-term financial strategies across wealth management, retirement planning, life insurance, disability income protection, long-term care, estate planning, and business planning.

Requirements

Bachelor’s degree in Finance, Economics, Business, or a related field.
At least 1–2 years of successful experience in financial advisory or wealth management services.
Active Life, Accident & Health insurance licenses.
Proven ability to meet production goals and maintain long-term client relationships.
Exceptional communication and presentation skills, including the ability to explain complex concepts simply.

Nice To Haves

Active FINRA registrations, including Series 7 and Series 66, or Series 63 and Series 65.
Certified Financial Planner (CFP®) or Chartered Financial Analyst (CFA) designation.
Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar.
An existing transferable book of business or a strong local professional network.
An advanced degree, such as an MBA or a Master’s in Finance.

Responsibilities

Develop comprehensive financial strategies based on clients’ goals, risk tolerance, financial circumstances, and time horizons.
Build relationships with individuals, families, and business owners, and grow a book of business through networking, referrals, professional connections, and other business-development strategies.
Conduct ongoing client reviews and adjust strategies as clients’ needs and circumstances change.
Collaborate with experienced advisors and internal specialists to provide holistic financial planning.
Use technology, marketing support, and training to strengthen and grow the practice.
Maintain professional, ethical, and regulatory-compliance standards while developing financial expertise, business-development skills, and client-service capabilities.