Entrepreneurial Financial Advisor: Build Your Own Practice

GoldBook Financial LLC; San Diego (CA); Sur place; USD 51 000 - 320 000; Plein temps

Avantages offerts par ce poste

401(k)

401(k) matching - up to 10%

Dental insurance

Employee assistance program

Flexible spending account

Health insurance

Health savings account

Life insurance

Professional development assistance

Retirement plan

Vision insurance

Résumé du poste

GoldBook Financial invites ambitious finance professionals to build and manage their own advisory practice in California, supported by MassMutual resources. You will deliver tailored financial strategies to individuals, families, and business owners, with ownership of client relationships and ongoing development opportunities.

You'll work in a relationship-driven environment with access to training, technology, and marketing resources to grow your business while meeting professional and

Qualifications

• 1–2 years of successful experience in financial advisory or wealth management.
• Active Life, Accident & Health insurance licenses.
• Active FINRA registrations (Series 7 and 66 preferred).
• CFP® or CFA designation is a nice-to-have.

Responsabilités

• Develop comprehensive financial strategies based on client goals and risk tolerance.
• Grow book of business through networking, referrals, and professional connections.
• Conduct regular client reviews and adjust plans as needed.
• Collaborate with experienced advisors to provide holistic planning.
• Leverage technology and marketing support to grow the practice.
• Maintain high standards of professionalism and regulatory compliance.

Connaissances

Client relationships

Networking & business development

Communication

Financial advisory sales

Formation

Bachelor's degree in Finance/Economics/Business

MBA degree

Outils

eMoney

MoneyGuidePro

Morningstar

Description du poste

GoldBook Financial invites ambitious finance professionals to build and manage their own advisory practice in California, supported by MassMutual resources. You will deliver tailored financial strategies to individuals, families, and business owners, with ownership of client relationships and ongoing development opportunities.

You'll work in a relationship-driven environment with access to training, technology, and marketing resources to grow your business while meeting professional and