Financial Services Professional
Listed on 2026-10-11
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Sales
Ready to turn your sales success into something bigger?
Golden Summit Wealth is looking for driven, relationship-focused professionals who have a track record of winning in sales and want to build a long-term career in financial services.
This opportunity is ideal for someone who knows how to build trust, open doors, stay hungry, and grow a book of business, but wants more ownership, more upside, and a career with real staying power.
At Golden Summit Wealth, we help new professionals get started the right way with licensing support, training, mentorship, and in-house resources so you are not figuring it out alone. Our model is built for people who want the freedom to grow their practice while having the backing of a collaborative Northern California firm. Golden Summit highlights licensing support, hands-on development, mentorship, and in-house support for new advisors.
What you’ll do:- Build and grow relationships with individuals, families, and business owners
- Help clients identify financial goals and create strategies around protection, retirement, and long-term planning
- Prospect, network, and develop your personal brand in the community
- Learn the financial services business with support from experienced leaders and specialists
- Grow into a client-facing advisor role with increasing independence and opportunity
- History of success in sales, business development, client service, or relationship-based roles
- Strong work ethic and a growth mindset
- Confident communicator who is comfortable building relationships
- Coachable, self-motivated, and excited by performance-based income
- Interest in building a long-term career, not just taking another job
- We help with licensing and development
- Ongoing mentorship and training
- Open architecture model with flexibility to build your business your way
- Collaborative culture with in-house support
Golden Summit says new professionals benefit from licensing support, ongoing mentorship, entrepreneurial freedom, unlimited income potential, and multiple in-house support departments.
We’re a world-class planning firm. Come see for yourself. Golden Summit Wealth
Location: Northern California | Roseville, Walnut Creek, Pleasanton, San Jose, Redwood City and Reno coming soon!
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