What are the responsibilities and job description for the Wealth Management Advisor — Mid to Senior Level position at Golden Summit Wealth & Insurance Solutions?
Location: Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid)
If you’re passionate about holistic wealth planning and want a platform that matches your ambition, MassMutual Northern California offers just that. We bring together the strength of a legacy firm with the flexibility and autonomy of independent practice.
What You’ll Be Doing
If you’re passionate about holistic wealth planning and want a platform that matches your ambition, MassMutual Northern California offers just that. We bring together the strength of a legacy firm with the flexibility and autonomy of independent practice.
What You’ll Be Doing
- Delivering sophisticated financial and investment planning solutions to clients.
- Leveraging in-house specialists in advanced planning, insurance, and investments.
- Expanding your book of business through firm-supported marketing initiatives.
- Building long-term client relationships rooted in trust and strategy.
- 3 years of experience as a financial or wealth advisor.
- FINRA licensing (Series 7 & 66 or equivalent) and Life & Health license.
- Desire to expand services and access more planning tools and support.
- Collaborative mindset with a drive to grow.
- Full advisory platform including fee-based planning.
- Wealth management, insurance, and retirement planning divisions.
- Access to business succession support and equity opportunities.
Salary : $200,000 - $400,000