GoldBook Financial
Financial Professional, Financial Advisor,
GoldBook Financial, San Diego, California, United States, 92189
Overview
Financial Professional, Financial Advisor, Financial Planner – Entry Level and Experienced Advisor Opportunities Available. Locations: San Diego, CA; Costa Mesa, CA; Scottsdale, AZ.
About Us GoldBook Financial redefines the financial services industry by combining cutting-edge technology, innovative strategies, and a commitment to advisor and client success. We provide diversified investment and insurance products, professional independence, comprehensive support, and world-class training to help you build your financial planning practice or develop a team.
Your Role As a key contributor to the team and to build your book of business, you will:
Build and nurture a robust network of clients seeking tailored financial planning services.
Expand reach through social media, networking events, referrals, and seminars.
Provide a wide range of financial services, including estate planning, wealth management, and insurance solutions.
Collaborate with planning and wealth management teams to deliver superior client results.
Achieve necessary licensing to provide comprehensive financial support to clients.
Participate in a reimbursement program for eligible professional designations to elevate knowledge and career.
What We’re Looking For
Preferred but not required: minimum 3+ years of professional experience in financial services, insurance, or related field.
Ability to address client objections and navigate challenging conversations.
Entrepreneurial mindset with a passion for business development.
Proven ability to cultivate relationships.
Interest in team building and mentoring others.
Strong interpersonal skills and a results-driven attitude.
Why Join Us
Backed by Industry Leaders: affiliated with MassMutual and MML Investors, with extensive support from a Fortune 100 company.
Advisor-First Approach: unmatched resources and support.
Financial Freedom: earning potential through commission, fees, bonuses, recurring income, and transition support for experienced advisors.
Flexibility and Independence: you own your practice and your time.
Total Compensation: First year to experienced advisors’ variable compensation range: $51,000 to $320,000+ per year.
Note: GoldBook Financial will never ask job candidates to pay fees or provide sensitive information as part of our hiring process. If you are contacted by anyone asking for such information, it is likely fraudulent. Contact us to verify legitimacy.
Job Details
Job Type: Full-time
Salary: $51,000.00 - $325,000.00 per year
Benefits: 401(k), 401(k) matching, dental, health, vision, life insurance, flexible spending account, health savings account, employee assistance program, retirement plan, professional development assistance
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Open to candidates in the Greater San Diego area and surrounding locations.
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About Us GoldBook Financial redefines the financial services industry by combining cutting-edge technology, innovative strategies, and a commitment to advisor and client success. We provide diversified investment and insurance products, professional independence, comprehensive support, and world-class training to help you build your financial planning practice or develop a team.
Your Role As a key contributor to the team and to build your book of business, you will:
Build and nurture a robust network of clients seeking tailored financial planning services.
Expand reach through social media, networking events, referrals, and seminars.
Provide a wide range of financial services, including estate planning, wealth management, and insurance solutions.
Collaborate with planning and wealth management teams to deliver superior client results.
Achieve necessary licensing to provide comprehensive financial support to clients.
Participate in a reimbursement program for eligible professional designations to elevate knowledge and career.
What We’re Looking For
Preferred but not required: minimum 3+ years of professional experience in financial services, insurance, or related field.
Ability to address client objections and navigate challenging conversations.
Entrepreneurial mindset with a passion for business development.
Proven ability to cultivate relationships.
Interest in team building and mentoring others.
Strong interpersonal skills and a results-driven attitude.
Why Join Us
Backed by Industry Leaders: affiliated with MassMutual and MML Investors, with extensive support from a Fortune 100 company.
Advisor-First Approach: unmatched resources and support.
Financial Freedom: earning potential through commission, fees, bonuses, recurring income, and transition support for experienced advisors.
Flexibility and Independence: you own your practice and your time.
Total Compensation: First year to experienced advisors’ variable compensation range: $51,000 to $320,000+ per year.
Note: GoldBook Financial will never ask job candidates to pay fees or provide sensitive information as part of our hiring process. If you are contacted by anyone asking for such information, it is likely fraudulent. Contact us to verify legitimacy.
Job Details
Job Type: Full-time
Salary: $51,000.00 - $325,000.00 per year
Benefits: 401(k), 401(k) matching, dental, health, vision, life insurance, flexible spending account, health savings account, employee assistance program, retirement plan, professional development assistance
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
Open to candidates in the Greater San Diego area and surrounding locations.
#J-18808-Ljbffr