Growth-Focused Financial Advisor — Flexible, Supported

Golden Summit Wealth & Insurance Solutions; Roseville (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Golden Summit Wealth & Insurance Solutions is seeking a licensed financial professional who is early in their career and ready for growth in Northern California. You’ll join a supportive platform designed to expand impact and autonomy while leveraging in-house resources.

You’ll build relationships, deliver guidance across protection, retirement, and wealth-building strategies, and grow your practice with planning and product support. Collaborative leadership backs your growth.

Qualifications

• 1–3 years of experience in financial services or related advisory roles.
• Active insurance license and/or Series 7/66 or 6/63/65.
• Strong relationship-building and client-facing skills.
• Entrepreneurial mindset with a desire to grow.
• Motivated by meaningful work and professional development.

Responsibilities

• Build and deepen client relationships.
• Deliver financial guidance across protection, retirement, and wealth-building strategies.
• Continue growing your practice with access to planning and product support.
• Partner with specialists and internal resources to better serve clients.

Skills

Client relationships

Financial guidance delivery

Entrepreneurial mindset

People skills

Insurance license

Series 7/66 or 6/63/65

Job description

Golden Summit Wealth & Insurance Solutions is seeking a licensed financial professional who is early in their career and ready for growth in Northern California. You’ll join a supportive platform designed to expand impact and autonomy while leveraging in-house resources.

You’ll build relationships, deliver guidance across protection, retirement, and wealth-building strategies, and grow your practice with planning and product support. Collaborative leadership backs your growth.