Financial Advisor: Mentored Growth & Licensing Support

Golden Summit Wealth & Insurance Solutions; Roseville (CA); On-site; USD 55,000 - 95,000; Part time

Job summary

Golden Summit Wealth is seeking driven, relationship-focused professionals to develop a long-term career in financial services in Northern California. The firm offers licensing support, training, mentorship, and in-house resources to help you build a growing practice with independence and backing.

You’ll build trust, open doors, and grow a personal brand while serving individuals, families, and business owners with strategies around protection, retirement, and long-term planning.

Qualifications

• History of success in sales, business development, client service, or relationship-based roles.
• Strong work ethic and a growth mindset.
• Confident communicator who is comfortable building relationships.
• Coachable, self-motivated, and excited by performance-based income.
• Interest in building a long-term career, not just taking another job.
• Licensing and development support provided.
• Ongoing mentorship and training.
• Open architecture model with flexibility to build your business your way.
• Collaborative culture with in-house support.

Responsibilities

• Build and grow relationships with individuals, families, and business owners
• Help clients identify financial goals and create strategies around protection, retirement, and long-term planning
• Prospect, network, and develop your personal brand in the community
• Learn the financial services business with support from experienced leaders and specialists
• Grow into a client-facing advisor role with increasing independence and opportunity

Skills

Sales experience

Relationship building

Networking

Coachable

Job description

Golden Summit Wealth is seeking driven, relationship-focused professionals to develop a long-term career in financial services in Northern California. The firm offers licensing support, training, mentorship, and in-house resources to help you build a growing practice with independence and backing.

You’ll build trust, open doors, and grow a personal brand while serving individuals, families, and business owners with strategies around protection, retirement, and long-term planning.