Wealth Management Advisor

Build a Career With Purpose as a Wealth Management Advisor

Location: Pleasanton | Walnut Creek | San Jose | Redwood City | Roseville

Golden Summit Wealth is growing, and we're looking for motivated professionals who are ready to build a meaningful career in wealth management.

As a Wealth Management Advisor, you'll have the opportunity to build strong client relationships, help individuals and families make confident financial decisions, and grow your own practice with the support of an experienced team.

This role is a great fit for someone who is driven, coachable, relationship-focused, and excited about creating long-term impact. Prior financial services experience is helpful but not required for the right candidate.

What You'll Do
* Build and grow relationships with clients, professionals, and community connections
* Help clients identify financial goals and create strategies around protection, retirement, wealth accumulation, and legacy planning
* Develop a personal market and business plan with leadership support
* Partner with experienced advisors and internal specialists to deliver thoughtful financial solutions
* Continue growing your knowledge in financial planning, investments, insurance, and practice management

Who We're Looking For

We're looking for professionals who are self-motivated, people-focused, and ready to grow. Strong candidates may come from financial services, banking, insurance, sales, business development, leadership, real estate, mortgage, or other relationship-driven industries.

You May Be a Great Fit If You Are:
* A natural connector who enjoys building relationships
* Coachable, curious, and willing to put in the work
* Professional, organized, and client-focused
* Comfortable having meaningful conversations around goals, money, family, and the future
* Looking for a career with growth, autonomy, and purpose

At Golden Summit Wealth, you'll have access to training, mentorship, planning resources, marketing and operational support, and a collaborative team that is invested in your success.

If you're looking for a career where you can build something meaningful, help people make important financial decisions, and grow alongside a supportive team, we'd love to connect.

Apply today to learn more about opportunities with Golden Summit Wealth.

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