Wealth Management Advisor — Mid to Senior Level
Golden Summit Wealth & Insurance Solutions a MassMutual Firm
Location: Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid) If you’re passionate about holistic wealth planning and want a platform that matches your ambition, MassMutual Northern California offers just that. We bring together the strength of a legacy firm with the flexibility and autonomy of independent practice. What You’ll Be Doing: Delivering sophisticated financial and investment planning solutions to clients. Leveraging in-house specialists in advanced planning, insurance, and investments. Expanding your book of business through firm-supported marketing initiatives. Building long-term client relationships rooted in trust and strategy. What Makes Someone a Great Fit: 3+ years of experience as a financial or wealth advisor. FINRA licensing (Series 7 & 66 or equivalent) and Life & Health license. Desire to expand services and access more planning tools and support. Collaborative mindset with a drive to grow. Why MassMutual Northern California: Full advisory platform including fee-based planning. Wealth management, insurance, and retirement planning divisions. Access to business succession support and equity opportunities. #J-18808-Ljbffr Golden Summit Wealth & Insurance Solutions a MassMutual Firm
Vacancy posted 4 days ago
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