Financial Advisor

GoldBook Financial

San Diego (CA)

On-site

USD 51,000 - 320,000

Full time

32 hours ago

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Benefits offered by this job

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

Job summary

GoldBook Financial in San Diego area is seeking a Financial Advisor to build and manage your own practice while delivering tailored financial strategies to clients.

This entrepreneurial, relationship-driven role provides training, mentorship, technology, and marketing resources to grow your client base. You will work with individuals, families, and business owners across wealth management, retirement planning, life insurance, estate planning, and business planning to advance long-term goals.

Qualifications

Bachelor's degree in Finance, Economics, Business, or a related field.
1-2 years of successful financial advisory or wealth management experience.
Active Life, Accident & Health insurance licenses.
Active FINRA registrations (Series 7 and 66 preferred).
Proven track record of meeting production goals and maintaining client relationships.
Exceptional communication and presentation skills.

Responsibilities

Develop comprehensive financial strategies based on clients' goals, risk tolerance, and time horizons.
Cultivate lasting relationships with individuals, families, and business owners while growing your book of business through networking and referrals.
Conduct ongoing client reviews and adjust strategies as needs evolve.
Collaborate with experienced advisors and internal specialists to provide holistic financial planning.
Leverage technology, marketing support, and training to strengthen and grow your practice.
Uphold high standards of professionalism, ethics, and regulatory compliance while expanding expertise.

Skills

Communication

Presentation skills

Relationship building

Networking

Education

Bachelor's degree in Finance, Economics, Business

Tools

eMoney

MoneyGuidePro

Morningstar

Job description

About GoldBook Financial

GoldBook Financial is a premier financial services firm and proud member of the MassMutual family of firms. At GoldBook Financial, you get the freedom to build your business your way - with the support of a local firm and the scale of MassMutual behind you.

Locations

La Jolla and Costa Mesa

About GoldBook Financial

The Opportunity

As a Financial Advisor at GoldBook Financial, you will have the opportunity to build and manage your own practice while delivering comprehensive financial strategies tailored to each client's unique goals and circumstances.

This is an entrepreneurial, relationship-driven role designed for advisors who want greater ownership of their career and client relationships while having access to the training, mentorship, technology, marketing resources, and experienced professionals needed to grow.

You will work with individuals, families, and business owners to develop long-term strategies across areas such as wealth management, retirement planning, life insurance, disability income protection, long-term care, estate planning, and business planning.

Job Responsibilities

Develop comprehensive financial strategies based on clients' goals, risk tolerance, financial circumstances, and time horizons.
Cultivate lasting relationships with individuals, families, and business owners while growing your book of business through networking, referrals, professional connections, and other business-development strategies.
Conduct ongoing client reviews and proactively adjust strategies as clients' financial needs and life circumstances evolve.
Collaborate with experienced advisors and internal specialists to provide clients with a truly holistic financial planning experience.
Leverage technology, marketing support, and training to strengthen and grow your practice.
Uphold the highest standards of professionalism, ethics, and regulatory compliance while continually strengthening your financial expertise, business-development skills, and client-service capabilities.

Desired Qualifications

Bachelor's degree in Finance, Economics, Business, or a related field.
Minimum of 1-2 years of successful experience in financial advisory or wealth management services.
Active Life, Accident & Health insurance licenses.
Active FINRA registrations, including Series 7 and Series 66 (or Series 63 and 65), preferred.
Proven track record of meeting production goals and maintaining long-term client relationships.
Exceptional communication and presentation skills with the ability to explain complex concepts simply.

Nice-to-Haves

Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation.
Proficiency with advanced financial planning software such as eMoney, MoneyGuidePro, or Morningstar.
An existing transferable book of business or a strong local professional network.
Advanced degree, such as an MBA or a Master's in Finance.

Why GoldBook?

At GoldBook Financial, you're not simply stepping into a job - you're building a career and a business.

Our advisors have the opportunity to develop lasting client relationships, build a valuable book of business, and create a practice designed around their long-term goals.

If you're a financial professional or you're looking to build a career in financial services and are excited by the opportunity for greater ownership, entrepreneurial growth, and long-term success, we'd love to connect.

Total Compensation

First year advisors' to experienced advisors' variable performance-based compensation range: $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range)

Benefits