Financial Advisor Trainee

Locations | Pleasanton | Walnut Creek | Sacramento | Roseville | Redwood City | San Jose

Are you successful in sales, recruiting, leadership, business development, education, hospitality, banking, or another relationship-driven career, but ready to build something of your own?

Golden Summit Wealth & Insurance Solutions is looking for motivated professionals who want to transition into financial services through a structured training and development program.

Prior financial services experience is not required. We provide licensing support, hands‑on development, mentorship, and access to experienced advisors and in‑house specialists. You bring the work ethic, relationship skills, and willingness to learn.

This opportunity is designed for someone who wants more control over their career, income, and long‑term growth while helping individuals, families, and business owners make confident financial decisions.

• Complete the insurance and securities licensing required for the position
• Learn how to identify a client’s financial goals, priorities, and concerns
• Help clients understand strategies related to protection, investments, retirement, and long‑term financial planning
• Develop new relationships through networking, referrals, community involvement, and business development
• Build and manage your own client base
• Participate in structured training, coaching, and professional development
• Work alongside experienced advisors through mentorship and joint client work
• Create a business plan for developing a sustainable financial practice

• Support throughout the licensing process
• Structured training for professionals who are new to financial services
• Ongoing coaching and mentorship
• Joint‑work opportunities with experienced advisors
• Access to specialists in planning, insurance, investments, marketing, operations, and practice development
• A collaborative environment with the freedom to develop your own practice
• Opportunities to grow into leadership, specialization, or team‑based advisory work

• Have succeeded in a sales, leadership, recruiting, client service, or business development role
• Enjoy meeting people and developing long‑term relationships
• Are comfortable initiating conversations and asking for business
• Take personal responsibility for your results
• Respond well to coaching and constructive feedback
• Can remain consistent even when results are not immediate
• Want to build a business rather than simply perform assigned tasks
• Are motivated by both financial opportunity and meaningful client impact

• Two or more years of professional experience preferred
• Bachelor’s degree preferred, or comparable professional experience
• No financial licenses are required at the time of application
• Must be eligible to obtain the required insurance and securities licenses
• Must be willing to complete licensing education and examinations
• Must be comfortable with performance‑based compensation

Compensation is performance‑based and may include commissions, incentives, and additional compensation based on production and eligibility. This position does not provide a traditional guaranteed salary. Actual earnings will depend on licensing, activity, client development, and individual business results.

Eligible financial professionals may also qualify for certain benefits and retirement programs, subject to applicable contract and production requirements.

Golden Summit Wealth & Insurance Solutions helps individuals, families, and business owners coordinate protection, investments, retirement planning, and other financial priorities. Our professionals have the independence to build their practices while working within a collaborative environment supported by experienced leaders and in‑house resources.

This is a full‑time independent contractor career opportunity.

Golden Summit Wealth & Insurance Solutions is committed to providing equal opportunities to qualified candidates.