Financial Advisor

Golden Summit Wealth & Insurance Solutions a MassMutual Firm

San Jose, CA

JOB DETAILS
SALARY
$90,000–$220,000 Per Year
SKILLS
Banking Services, Career Counseling, Customer Relations, Develop and Maintain Customers, Financial Planning, Financial Services, Insurance, Investment Management, Leadership, Marketing, Marketing Plan, Mentoring, Operational Support, Set Goals, Strategic Planning, Team Player, Training/Teaching
LOCATION
San Jose, CA
POSTED
5 days ago

Golden Summit Wealth is growing, and we’re looking for Financial Advisors who are ready to take the next step in their career.

This opportunity is designed for advisors who enjoy building relationships, serving clients, and growing a practice, but want to do it with the right support around them. Whether you’re early in your advising career or looking for a stronger platform to grow, our team is committed to helping you build with confidence.

What You’ll Do

  • Build and grow relationships with clients, prospects, and professional connections
  • Help individuals, families, and business owners identify financial goals and create strategies around protection, retirement, wealth accumulation, and legacy planning
  • Continue developing your client base through personal marketing, referrals, and community engagement
  • Partner with leadership, experienced advisors, and internal resources to deliver thoughtful financial solutions
  • Strengthen your knowledge in financial planning, insurance, investments, and practice management

Who We’re Looking For

We’re looking for advisors who have at least 1 year of experience in financial services, insurance, investments, banking, or a related advisory role.

You may be a strong fit if you are:

  • Licensed or working toward additional industry licenses
  • Relationship-driven and client-focused
  • Coachable, motivated, and growth-minded
  • Comfortable building a client base and having meaningful financial conversations
  • Looking for more mentorship, resources, and long-term career growth
  • Ready to build a practice with purpose, support, and momentum

At Golden Summit Wealth, you’ll have access to experienced leadership, training and development, planning resources, marketing and operational support, and a collaborative team invested in your success.

If you’re an advisor looking for a place to grow, sharpen your skills, and build something meaningful, we’d love to connect.

Apply today to learn more about Financial Advisor opportunities with Golden Summit Wealth.

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About the Company

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Golden Summit Wealth & Insurance Solutions a MassMutual Firm