Autonomous Wealth Advisor - Grow a Scalable Practice

Golden Summit Wealth & Insurance Solutions a MassMutual Firm; Pleasanton (CA); On-site; USD 130,000 - 210,000; Full time

Job summary

Golden Summit Wealth & Insurance Solutions is seeking an experienced, securities-licensed wealth advisor who wants the autonomy to grow a practice with the support of a collaborative, well-resourced financial organization.

This opportunity rewards advisors who value comprehensive planning, open access to financial solutions, and professional collaboration to serve clients through different stages of their financial lives.

Qualifications

• Demonstrated experience as a wealth advisor or similar financial professional.
• Active securities licenses (Series 7 and 66 preferred).
• Bachelor’s degree or equivalent professional experience preferred.

Responsibilities

• Provide comprehensive guidance to individuals, families, and business owners.
• Develop financial strategies based on client goals, risk tolerance, and time horizon.
• Coordinate investment, retirement, insurance, estate, and business planning needs.

Skills

Client advisory

Financial planning

Relationship management

Business development

Regulatory compliance

Education

Bachelor’s degree or equivalent experience

Tools

Series 7/66 licenses

Series 6/63/65 licenses

Job description

Golden Summit Wealth & Insurance Solutions is seeking an experienced, securities-licensed wealth advisor who wants the autonomy to grow a practice with the support of a collaborative, well-resourced financial organization.

This opportunity rewards advisors who value comprehensive planning, open access to financial solutions, and professional collaboration to serve clients through different stages of their financial lives.