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
