Financial Advisor
Golden Summit Wealth & Insurance Solutions
You’ve got your foot in the door. Now it’s time to build something real. Golden Summit Wealth is hiring a licensed financial professional who is early in their career and ready for more growth, more support, and a better platform to expand their impact. This role is designed for someone with 1 to 3 years of experience who already holds an insurance license and/or securities registrations such as Series 7 and 66 or Series 6, 63, and 65. You may have started building relationships and advising clients, but you are now looking for a firm that offers stronger support, more planning resources, and room to grow. Golden Summit positions itself as a place where advisors can run their practice with flexibility while tapping into a collaborative team, integrated planning resources, and dedicated support. What You’ll Do Build and deepen client relationships Deliver financial guidance across protection, retirement, and wealth-building strategies Continue growing your practice with access to planning and product support Partner with specialists and internal resources to better serve clients What We’re Looking For 1 to 3 years of experience in financial services, insurance, wealth management, or a related advisory role Active insurance license and/or Series 7/66 or 6/63/65 Strong relationship-building and client-facing skills Entrepreneurial mindset with a desire to grow Motivated by meaningful work, long-term income potential, and professional development Why Golden Summit Wealth A platform built for growth, autonomy, and support Access to integrated planning resources and in-house specialists Open architecture approach that gives advisors flexibility Collaborative leadership and team culture Opportunity to build your practice with a respected Northern California firm Golden Summit’s public careers language emphasizes culture, leadership, career growth, in-house support, and the freedom to grow your practice independently. Location: Northern California #J-18808-Ljbffr Golden Summit Wealth & Insurance Solutions
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Corebridge Financial
Roseville, CA3 days ago - ...opportunity allows you to leverage your expertise in investment strategies and client management to help our clients achieve their financial goals. Responsibilities: Provide investment advice and financial planning services to clients. Conduct thorough analysis...SuggestedFlexible hours
Solera Asset Managers and Insurance Agency
Granite Bay, CA1 day ago $50k
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Roseville, CA1 day ago$150k - $165k
Overview Rocklin, CA $150,000 - $165,000 Base A growing financial services firm is seeking a Lead Financial Advisor to take ownership of client relationships and deliver strategic financial guidance to high-net-worth individuals and families. Responsibilities Lead comprehensive...SuggestedLocal area- Financial advisors partner with clients to help them achieve long-term financial goals, such as retirement, building wealth, estate strategies, and funding education. Edward Jones is a privately-owned financial services firm with a client-first approach. Key Responsibilities...SuggestedTraineeshipWork at officeWork from homeHome officeFlexible hours
- ...model. The Role This is a fully accountable, revenue-producing advisor position — not a support seat. You'll own a defined segment of... ...book Planning & Execution Support Support implementation of financial plans and investment strategies Coordinate account actions and...
$61k - $119k
Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office$64k - $148k
Financial Advisor Trainees at Northwestern Mutual come from diverse backgrounds and industries including business development, education, government, engineering, sales, law enforcement, banking, finance, and more! We are so confident in our training and development programs...Traineeship$50k
Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business...Work at officeHome officeFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Roseville, CA4 days ago$25 - $26.77 per hour
...Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Hourly payWork at officeFlexible hoursShift workWeekend workDay shiftBank of America
Roseville, CA2 days ago- ...and deposit portfolio and educate clients on digital and traditional solutions. The role requires banking and lending experience, cash handling, and sales skills, with community outreach and collaboration with internal partners to meet financial goals. #J-18808-Ljbffr...
Columbia Bank (WA, OR & ID)
Rocklin, CA2 days ago $20 - $28 per hour
...relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice, and often collaborating with internal Bank partners. Relationship bankers...Local areaWeekend workColumbia Bank (WA, OR & ID)
Rocklin, CA2 days ago$41.71k - $69k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Part timeLocal areaImmediate startDay shiftBmo
Roseville, CA3 days ago$105k - $125k
GFT is seeking a Physical Security & Risk Analyst to join our Security and Safety Team in Roseville, CA! This role follows a hybrid work model, requiring regular attendance at our Mechanicsburg, PA office.What you’ll be challenged to do:As a Physical Security & Risk Analyst...Full timeWork at officeRemote work$25 - $26.77 per hour
...transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the bank's risk...Hourly payFlexible hoursShift workWeekend workDay shiftBank of America
Citrus Heights, CA2 days ago$20 - $22 per hour
...and professional interactions. Refers customers to appropriate person or department as needed Responsible for accurately processing financial transactions, including but not limited to deposits, withdrawals, and payments, etc. Supports branch cash responsibilities such as...Hourly payFull timeWork at officeFlexible hoursFIRST NORTHERN BANK OF DIXON
Roseville, CA3 days ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Roseville, CA-12$20 - $28 per hour
...relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice, and often collaborating with internal Bank partners. Relationship bankers...Weekend work$18 - $25 per hour
...offering appropriate products and services, and responding to inquiries in a timely manner. Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Make recommendations and...Immediate start- Located in the metropolitan area of Sacramento, the Adventist Health corporate headquarters have been based in Roseville, California, for more than 40 years. In 2019, we unveiled our WELL-certified campus - a rejuvenating place for associates systemwide to collaborate, ...Work experience placement
$20 - $22 per hour
...Continuously deepens knowledge of Columbia Bank's product and service offerings and stays current on changes.Discuss and uncover customer’s financial needs to identify and offer appropriate products and services.Supports referral goals for branch by focusing and identifying and...Night shiftColumbia Banking System
Roseville, CA16 hours ago$20 - $22 per hour
...Continuously deepens knowledge of Columbia Bank's product and service offerings and stays current on changes. Discuss and uncover customer’s financial needs to identify and offer appropriate products and services. Supports referral goals for branch by focusing and identifying and...Local areaNight shiftColumbia Bank (WA, OR & ID)
Roseville, CA3 days ago- CrossCountry Mortgage, LLC is seeking a skilled Loan Processor in Roseville, California. The role involves obtaining necessary documentation for underwriting loans and delivering quality customer service throughout the loan process. The ideal candidate will have a strong...
CrossCountry Mortgage
Roseville, CA2 days ago $22 - $23 per hour
Join our dynamic banking team as a Float Teller, where you will play a vital role in supporting our branch network by providing flexible coverage and exceptional customer service. This position offers an exciting opportunity to work across multiple branches, ensuring seamless...Hourly payLocal areaVisa sponsorshipWork visaFlexible hoursRiver City Bank
Citrus Heights, CA4 days ago$90k
...Job Title Sierra Central Credit Union is a member-owned financial institution that has served Northern California communities for more than 70 years. This role is responsible for originating and servicing a variety of commercial loans to include some complex credits...Full timePart timeWork at officeFlexible hoursSierra Central Credit Union
Roseville, CA4 days ago$23.19 - $28.35 per hour
...Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging...Temporary workU.S. Bancorp
Roseville, CA3 days ago$22.21 - $26.71 per hour
...processing Essential Skills: Education: High School Diploma or equivalent Minimum two years’ experience in customer service, financial services experience preferred Familiar with the use of loan calculators to execute basic financial mathematics including simple...Hourly payWork at office$80k - $120k
...family lives. Join our team and help shape the future of unmanned technology within the defense industry today!GENERAL JOB SUMMARY:The Financial Analyst supports Program Management in coordinating and managing financial planning and control activities in accordance with...Contract workTemporary workFor contractorsLocal area- Overview CrossCountry Mortgage (CCM) is the nation\'s number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C., and Puerto Rico. Our company has been recognized ten times on the...Temporary workWork at officeLocal area
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