Financial Services Professional

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

Ready to turn your sales success into something bigger?

Golden Summit Wealth is looking for driven, relationship-focused professionals who have a track record of winning in sales and want to build a long-term career in financial services.

This opportunity is ideal for someone who knows how to build trust, open doors, stay hungry, and grow a book of business, but wants more ownership, more upside, and a career with real staying power.

At Golden Summit Wealth, we help new professionals get started the right way with licensing support, training, mentorship, and in-house resources so you are not figuring it out alone. Our model is built for people who want the freedom to grow their practice while having the backing of a collaborative Northern California firm. Golden Summit highlights licensing support, hands-on development, mentorship, and in-house support for new advisors.

What you’ll do:

• 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

What we’re looking for:

• 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
• We help with licensing and development
• Ongoing mentorship and training
• Open architecture model with flexibility to build your business your way
• Collaborative culture with in-house support

Golden Summit says new professionals benefit from licensing support, ongoing mentorship, entrepreneurial freedom, unlimited income potential, and multiple in-house support departments.

We’re a world-class planning firm. Come see for yourself. Golden Summit Wealth

Location: Northern California | Roseville, Walnut Creek, Pleasanton, San Jose, Redwood City and Reno coming soon!