Financial Advisor

Goldbook Financial; San Diego (CA); On-site; USD 51,000 - 320,000; Full time

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 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.

Responsibilities

• 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.

Skills

Client relationships

Networking & business development

Communication

Financial advisory sales

Education

Bachelor's degree in Finance/Economics/Business

MBA degree

Tools

eMoney

MoneyGuidePro

Morningstar

Job description

Locations: La Jolla, CA or Costa Mesa, CA

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.

We believe the strongest advisor-client relationships are built on trust, personalized guidance, and a commitment to serving clients across every stage of their financial lives. We take a holistic approach in helping individuals, families, and business owners protect what matters most and pursue their long-term financial goals.

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

• 401(k)
• 401(k) matching - up to 10% company match
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Retirement plan
• Vision insurance

https://goldbookfinancial.com/