Golden Summit Wealth & Insurance Solutions is seeking a Financial Advisor to join their growing team. The role involves expanding an insurance practice, partnering with wealth and planning teams, and growing a client base with marketing support and business development tools.

Responsibilities

• Expanding your insurance practice with access to a robust portfolio of products
• Partnering with our wealth and planning teams to offer holistic strategies
• Growing your client base with marketing support and business development tools
• Continuing your professional education and development with our mentorship program

Skills

• 1–2 years of insurance sales experience
• Current CA Life & Health license
• Strong communication skills and a genuine interest in helping people
• Entrepreneurial mindset and drive to grow

Benefits

• Expanding your insurance practice with access to a robust portfolio of products.
• Partnering with our wealth and planning teams to offer holistic strategies.
• Growing your client base with marketing support and business development tools.
• Continuing your professional education and development with our mentorship program.
• Access to advanced planning tools and marketing resources.
• A team culture that supports growth and celebrates success.

Company Overview