Experienced Wealth Advisor

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

You have built experience advising clients. Your next move should give you more than a new logo on your business card.

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 is designed for advisors who value comprehensive planning, open access to financial solutions, professional collaboration, and the ability to serve clients through different stages of their financial lives.

Whether you are looking to expand your current practice, strengthen your planning capabilities, join a team, or develop a long-term succession strategy, Golden Summit Wealth provides the resources to help support your next stage of growth.

What You’ll Do

• Provide comprehensive guidance to individuals, families, professionals, and business owners
• Develop financial strategies based on each client’s goals, priorities, risk considerations, and time horizon
• Coordinate investment, retirement, insurance, estate-planning, and business-planning needs
• Manage and deepen existing client relationships
• Develop new business through referrals, professional relationships, community involvement, and targeted business development
• Collaborate with specialists and other advisors on complex client cases
• Maintain all required licenses, registrations, continuing education, and compliance standards
• Build a scalable practice supported by effective service, technology, and team resources

Why Experienced Advisors Consider Golden Summit Wealth

• Autonomy to develop and manage your practice
• Access to comprehensive planning and investment resources
• Dedicated transition and onboarding support
• Competitive, performance-based compensation
• Professional teaming and joint-work opportunities
• In-house specialists and support departments
• Marketing and practice-development resources
• Support for acquisitions, continuity planning, and succession strategies
• A collaborative culture focused on long-term growth and client impact

Qualifications

• Demonstrated experience as a wealth advisor, financial advisor, investment advisor representative, registered representative, or similar financial professional
• Active Series 7 and Series 66 licenses, or active Series 6, Series 63, and Series 65 licenses
• Active state insurance licenses preferred
• Experience providing investment, retirement, insurance, or comprehensive financial guidance
• A record of developing and maintaining long-term client relationships
• Strong understanding of regulatory and compliance responsibilities
• Ability to independently develop business and manage a client practice
• Commitment to ethical, client-centered recommendations
• Existing production, client relationships, or a transferable practice are strongly preferred
• Bachelor’s degree or comparable professional experience preferred

The Advisor We Want to Meet

You may be a strong fit if you are looking for:

• More freedom in how you build and position your practice
• A wider range of resources for serving clients
• Greater collaboration without losing your independence
• Support transitioning your business and retaining client momentum
• A firm that can support both your current production and future growth
• A long-term home for your clients, team, and professional legacy