Financial Advisor — Career Transition Program

Golden Summit Wealth & Insurance Solutions; Roseville (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive benefits package

Structured training and mentorship

Licensing support

Job summary

A financial planning firm is seeking a Financial Advisor for their Career Transition Program. This role involves building and managing your own business, supporting clients in their financial needs, and providing training for necessary licensing. Ideal candidates will have a successful track record in sales and a desire to learn and grow in the financial industry. The compensation ranges from $80,000 to $120,000 per year, along with a competitive benefits package in a hybrid work environment.

Qualifications

• Track record of success in sales, leadership, or entrepreneurship.
• Eager to learn the financial industry and build a long-term career.
• Driven, coachable, and ready to build your own business.

Responsibilities

• Building and managing a book of business.
• Helping individuals and families protect what matters most.
• Partnering with specialists to offer insurance and investment solutions.
• Participating in training to earn licenses.

Skills

Sales experience

Relationship-building

Self-starter

Eagerness to learn

Job description

Join to apply for the Financial Advisor — Career Transition Program role at MassMutual Northern California

Location: Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid)

What You’ll Be Doing

• Building and managing your own book of business with guidance from our experienced leadership team.
• Helping individuals and families protect what matters most and plan for the future.
• Partnering with in-house specialists to offer insurance and investment solutions.
• Participating in our training and licensing program to earn your Life & Health and FINRA licenses.

What Makes Someone a Great Fit

• Track record of success in sales, leadership, or entrepreneurship.
• Self-starter with strong relationship-building skills.
• Eager to learn the financial industry and build a long-term career.
• Driven, coachable, and ready to build your own business—with support.

Why MassMutual Northern California

• Structured training and mentorship to help you launch and grow quickly.
• Licensing support and ongoing professional development.
• A collaborative, growth-minded culture backed by one of the most respected firms in the industry.

We’re a world-class planning firm…. Come see for yourself. MassMutual Northern California

This is a commission-based role with access to a competitive benefits package and resources to help you succeed.

Compensation: From $80,000 to $120,000 per year