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+
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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.