Financial Advisor

Golden Summit Wealth & Insurance Solutions; Reno (NV); In loco; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

Golden Summit Wealth & Insurance Solutions seeks experienced, securities-licensed financial advisors who want greater autonomy, stronger resources, and the ability to grow their practice without giving up independence.

This opportunity focuses on comprehensive planning, collaboration, and access to a broad range of financial solutions. You will guide individuals and business owners, coordinate planning needs, and build a scalable practice with strong support and transition assistance.

Competenze

• Active Series 7 and Series 66 licenses, or Series 6/63/65 licenses.
• State insurance licensing preferred.
• Experience providing investment, retirement, insurance, or comprehensive financial guidance.
• Proven ability to develop and maintain client relationships.
• Understanding of regulatory and compliance responsibilities.
• Ability to independently develop business and manage a client practice.
• Commitment to ethical, client-focused recommendations.

Mansioni

• Provide comprehensive financial guidance to individuals, families, professionals, and business owners.
• Develop strategies based on goals, risk tolerance, and time horizon.
• Coordinate investment, retirement, insurance, estate- and business-planning needs.
• Manage, retain, and deepen existing client relationships.
• Grow practice through referrals, relationships, and business development.
• Collaborate with senior advisors when needed on complex client needs.
• Maintain licenses, registrations, continuing education, and compliance standards.
• Build a scalable practice with access to technology, service, and team support.

Conoscenze

Series 7/66 licenses

Insurance licensing

Client relationships

Business development

Ethical recommendations

Financial planning

Regulatory compliance

Team collaboration

Descrizione del lavoro

You’ve already built experience advising clients. Your next move should offer more than a new logo on your business card.

Golden Summit Wealth & Insurance Solutions is looking for experienced, securities-licensed financial advisors who want greater autonomy, stronger resources, and the ability to grow their practice without giving up their independence.

This opportunity is designed for advisors who value comprehensive planning, collaboration, flexibility, and access to a broad range of financial solutions. Whether you are looking to grow your current book, expand your planning capabilities, join or build a team, or create a long-term succession strategy, Golden Summit Wealth can provide the infrastructure and support for your next stage of growth.

What You’ll Do

• Provide comprehensive financial guidance to individuals, families, professionals, and business owners
• Develop strategies based on each client’s goals, priorities, risk tolerance, and time horizon
• Coordinate investment, retirement, insurance, estate-planning, and business-planning needs
• Manage, retain, and deepen existing client relationships
• Grow your practice through referrals, professional relationships, community involvement, and business development
• Collaborate with experienced advisors and specialists on complex client needs
• Maintain required licenses, registrations, continuing education, and compliance standards
• Build a scalable practice with access to technology, service, operational, and team support
• Autonomy: Build and position your practice in a way that reflects how you want to serve clients
• Comprehensive resources: Access planning, investment, insurance, and advanced-market resources
• Transition support: Dedicated assistance to help make a move as smooth as possible for you and your clients
• Competitive compensation: Performance-based compensation designed to reward growth and production
• Collaboration without losing independence: Partner with other advisors and specialists when it benefits the client
• Practice support: Access to marketing, technology, operations, compliance, and business-development resources
• Growth opportunities: Support for acquisitions, teaming, continuity planning, and succession strategies
• Long-term focus: Build a business designed to serve your clients today while creating value for the future

Qualifications |

We are interested in speaking with financial professionals who have:

• Experience as a financial advisor, wealth advisor, investment advisor representative, registered representative, or similar financial professional
• Active Series 7 and Series 66 licenses, or Series 6, Series 63, and Series 65 licenses
• State insurance licensing preferred
• Experience providing investment, retirement, insurance, or comprehensive financial guidance
• A track record of developing and maintaining client relationships
• An understanding of regulatory and compliance responsibilities
• The ability and desire to independently develop business and manage a client practice
• A commitment to ethical, client-focused recommendations

Existing production, established client relationships, or a transferable practice are strongly preferred.

Who We Want to Meet |

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

• More freedom in how you build and brand your practice
• Broader resources and solutions for your clients
• More support without feeling micromanaged
• A collaborative environment where you can still maintain your independence
• Help transitioning an existing book of business and maintaining client momentum
• A platform that can support both your current production and future growth
• Opportunities to build a team, acquire a practice, or develop a succession plan
• A long-term home for your clients, your business, and the practice you have worked hard to build

If you are successful where you are but curious whether there is a better platform for the business you want to build, we would welcome a confidential conversation.

Locations

Pleasanton, Walnut Creek, Roseville, San Jose, Redwood City and Reno Coming soon!