What are the responsibilities and job description for the Experienced Financial Advisor position at GoldBook Financial?
Financial Professional, Financial Advisor, Financial Planner
Entry Level And Experienced Advisor Opportunities Available
Locations: Scottsdale, AZ , San Diego, CA, Costa Mesa, CA
About Us
Are you ready to take the next step in one of the most personally and financially rewarding career paths as a Financial Advisor?
Can you be motivated to pursue and build a career where you directly contribute to a clients’ financial future that transcends generations, business and communities?
At GoldBook Financial, we redefine the financial services industry by combining cutting-edge technology, innovative strategies, and a commitment to advisor AND client success.
What Sets Us Apart – The Cornerstones Of Your Success
As a key contributor to the team, and to build your book of business, you will:
Join our dynamic team and be part of a firm dedicated to empowering both clients and advisors to succeed.
Total Compensation
First year advisors’ to experienced advisors’ variable compensation range: $51,000 to $320,000 per year (with experienced specialist advisors' income greatly exceeding this range).
Benefits
Compensation: From $51,000 to $325,000 per year
Entry Level And Experienced Advisor Opportunities Available
Locations: Scottsdale, AZ , San Diego, CA, Costa Mesa, CA
About Us
Are you ready to take the next step in one of the most personally and financially rewarding career paths as a Financial Advisor?
Can you be motivated to pursue and build a career where you directly contribute to a clients’ financial future that transcends generations, business and communities?
At GoldBook Financial, we redefine the financial services industry by combining cutting-edge technology, innovative strategies, and a commitment to advisor AND client success.
What Sets Us Apart – The Cornerstones Of Your Success
- A diversified suite of investment and insurance products and services that drive entrepreneurial growth without proprietary restrictions.
- Own your book of business – build something for yourself, not your company. Supported Independence in a Professional Partnership with your firm.
- Comprehensive Support and Mentorship: We provide the tools, guidance, and resources to fast-track your career without the typical challenges of starting on your own.
- Our Fast Start Marketing Program, helping new advisors drive regular activity and income as you build out your desired target market.
- Joint work, collaborative culture: Work alongside experienced advisors who are committed to helping others grow, not just hit numbers.
- World-Class Training: Access modern training programs that empower you to make informed decisions for yourself and your clients.
- Career Development: Choose to build your financial planning practice or develop a team, with full experienced support.
- In-House Marketing Resources: Gain access to branding tools and marketing strategies to grow your business and connect with clients.
- Innovative technology for your digital practice.
- Unparalleled Benefits: Unlimited earning potential, flexible work schedules, Fortune 100 benefits, exclusive travel incentives, and more.
As a key contributor to the team, and to build your book of business, you will:
- Build and nurture a robust network of clients seeking tailored financial planning services.
- Expand your reach through effective strategies, including social media, networking events, referrals, and seminars.
- Provide a wide range of financial services, including estate planning, wealth management, and insurance solutions.
- Collaborate with our expert planning and wealth management teams to deliver superior results and financial outcomes for clients.
- Achieve necessary licensing to provide comprehensive financial support to clients.
- Elevate your knowledge: reimbursement program available for eligible professional designations to elevate your knowledge and career.
- Preferred but not required: a minimum of 3 years of professional experience in Financial Services, Insurance, or a related field.
- For career changers, prior successful sales experience a plus.
- Confidence in addressing client objections and navigating challenging conversations.
- An entrepreneurial mindset with a passion for business development.
- Proven ability to cultivate relationships.
- Interest in team building and mentoring others.
- Strong interpersonal skills and a results-driven attitude.
- Backed by Industry Leaders: As a firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top ranked independent broker dealer.
- Advisor-First Approach: Enjoy unmatched resources and support designed to help you thrive.
- Financial Freedom: Unlock earning potential through commission and fee-based compensation, lucrative bonuses, recurring income and transition support for experienced advisors.
- Flexibility and Independence: You own your practice; you own your time. This profession is all about results and you manage your schedule accordingly.
Join our dynamic team and be part of a firm dedicated to empowering both clients and advisors to succeed.
Total Compensation
First year advisors’ to experienced advisors’ variable 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
Compensation: From $51,000 to $325,000 per year
Salary : $51,000 - $325,000