Financial Advisor

Golden Summit Wealth & Insurance Solutions; Roseville (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Golden Summit Wealth & Insurance Solutions is seeking a licensed financial professional who is early in their career and ready for growth in Northern California. You’ll join a supportive platform designed to expand impact and autonomy while leveraging in-house resources.

You’ll build relationships, deliver guidance across protection, retirement, and wealth-building strategies, and grow your practice with planning and product support. Collaborative leadership backs your growth.

Qualifications

• 1–3 years of experience in financial services or related advisory roles.
• Active insurance license and/or Series 7/66 or 6/63/65.
• Strong relationship-building and client-facing skills.
• Entrepreneurial mindset with a desire to grow.
• Motivated by meaningful work and professional development.

Responsibilities

• Build and deepen client relationships.
• Deliver financial guidance across protection, retirement, and wealth-building strategies.
• Continue growing your practice with access to planning and product support.
• Partner with specialists and internal resources to better serve clients.

Skills

Client relationships

Financial guidance delivery

Entrepreneurial mindset

People skills

Insurance license

Series 7/66 or 6/63/65

Job description

You’ve got your foot in the door. Now it’s time to build something real.

Golden Summit Wealth is hiring a licensed financial professional who is early in their career and ready for more growth, more support, and a better platform to expand their impact.

This role is designed for someone with 1 to 3 years of experience who already holds an insurance license and/or securities registrations such as Series 7 and 66 or Series 6, 63, and 65. You may have started building relationships and advising clients, but you are now looking for a firm that offers stronger support, more planning resources, and room to grow.

Golden Summit positions itself as a place where advisors can run their practice with flexibility while tapping into a collaborative team, integrated planning resources, and dedicated support.

What You’ll Do

• Build and deepen client relationships
• Deliver financial guidance across protection, retirement, and wealth-building strategies
• Continue growing your practice with access to planning and product support
• Partner with specialists and internal resources to better serve clients

What We’re Looking For

• 1 to 3 years of experience in financial services, insurance, wealth management, or a related advisory role
• Active insurance license and/or Series 7/66 or 6/63/65
• Strong relationship-building and client-facing skills
• Entrepreneurial mindset with a desire to grow
• Motivated by meaningful work, long-term income potential, and professional development

Why Golden Summit Wealth

• A platform built for growth, autonomy, and support
• Access to integrated planning resources and in-house specialists
• Open architecture approach that gives advisors flexibility
• Collaborative leadership and team culture
• Opportunity to build your practice with a respected Northern California firm

Golden Summit’s public careers language emphasizes culture, leadership, career growth, in-house support, and the freedom to grow your practice independently.

Location: Northern California