Financial Advisor - Launch Your Own Book of Business

Golden Summit Wealth & Insurance Solutions

Roseville (CA)

On-site

USD 80,000 - 120,000

Full time

14 days+
Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Benefits offered by this job

Competitive benefits package
Structured training and mentorship
Licensing support

Job summary

A financial planning firm is seeking a Financial Advisor for their Career Transition Program. This role involves building and managing your own business, supporting clients in their financial needs, and providing training for necessary licensing. Ideal candidates will have a successful track record in sales and a desire to learn and grow in the financial industry. The compensation ranges from $80,000 to $120,000 per year, along with a competitive benefits package in a hybrid work environment.

Qualifications

  • Track record of success in sales, leadership, or entrepreneurship.
  • Eager to learn the financial industry and build a long-term career.
  • Driven, coachable, and ready to build your own business.

Responsibilities

  • Building and managing a book of business.
  • Helping individuals and families protect what matters most.
  • Partnering with specialists to offer insurance and investment solutions.
  • Participating in training to earn licenses.

Skills

Sales experience
Relationship-building
Self-starter
Eagerness to learn

Job description

A financial planning firm is seeking a Financial Advisor for their Career Transition Program. This role involves building and managing your own business, supporting clients in their financial needs, and providing training for necessary licensing. Ideal candidates will have a successful track record in sales and a desire to learn and grow in the financial industry. The compensation ranges from $80,000 to $120,000 per year, along with a competitive benefits package in a hybrid work environment.
Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Own Your Financial Advisory Practice — Flexible
Own Your Financial Advisory Practice — Flexible

WestPoint Financial Group • Chicago (IL)

Hybrid
USD 80,000 - 110,000
Hands-on mentorship
Network of over 100 advisors
Ownership of your book of business
Build Your Own Financial Advisory Practice
Build Your Own Financial Advisory Practice

Northwestern Mutual • Idaho Falls (ID)

On-site
USD 61,000 - 250,000
Performance-based earnings
Renewal income
Bonus programs
+3
Senior Financial Planner - Build Your Book & Impact Clients
Senior Financial Planner - Build Your Book & Impact Clients

Prudential Advisors • San Diego (TX)

On-site
USD 70,000 - 120,000
401(k) with 4% match
Medical and dental benefits
Access to independent platform
+1
Financial Advisor - Uncapped Earnings, Own Your Book
Financial Advisor - Uncapped Earnings, Own Your Book

Spectrum Financial Group • Fort Worth (TX)

Hybrid
USD 60,000 - 110,000
High commissions
Uncapped earning potential
401k match up to 10%
+2
Financial Advisor: Growth, Mentorship & Flexible Schedule
Financial Advisor: Growth, Mentorship & Flexible Schedule

Bankers Life • Mechanicsburg

Hybrid
USD 80,000 - 100,000
Award-winning training
Fully paid study programs for licensing
Flexible hybrid schedule
+2
Financial Advisor: Build Your Practice with Training
Financial Advisor: Build Your Practice with Training

Bankers Life • Providence (RI)

Hybrid
USD 60,000 - 110,000
Competitive commission structure
Passive income opportunities
Fully paid insurance licensing
+2
Financial Advisor: Training, Licensing Path, Hybrid
Financial Advisor: Training, Licensing Path, Hybrid

Bankers Life • Town of Wausau (WI)

Hybrid
USD 60,000 - 120,000
Award-winning training
Fully paid study programs
Inclusive culture
+3
Independent Financial Advisor - Build Your Client Practice
Independent Financial Advisor - Build Your Client Practice

MassMutual • New York (NY)

Hybrid
USD 150,000 - 300,000
Full medical, dental, and vision insurance
Paid training and licensing
Long-term retirement savings plan with company contribution
Entrepreneurial Financial Advisor — Build Your Practice
Entrepreneurial Financial Advisor — Build Your Practice

Northwestern Mutual • Rockwall (TX)

On-site
USD 61,000 - 250,000
Performance-based earnings
Fully funded retirement plan
Comprehensive medical, vision, and dental plans
+2
Financial Advisor: Launch Your Client-Driven Practice
Financial Advisor: Launch Your Client-Driven Practice

Northwestern Mutual • Troy (MI)

On-site
USD 97,000 - 177,000
Comprehensive benefits including medical insurance and pension plans
Training stipends for licensing and ongoing education
Personalized mentoring and award-winning training programs