Senior Financial Advisor Experienced & Ready for Change
Golden Summit Wealth & Insurance Solutions a MassMutual Firm
Location: Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid) You've built a solid practice. Now you're ready for more opportunity, more support, and a stronger platform to take it further. At MassMutual Northern California, experienced advisors can align with a firm that values independence while providing the infrastructure and resources to scale. What You'll Be Doing:
Expanding your practice with access to our Wealth, Advisory, and Insurance platforms.
Leveraging a full suite of planning and technology resources.
Partnering with specialists to deliver advanced planning strategies to your clients.
Enjoying the flexibility of running your practice your way-with institutional support. What Makes Someone a Great Fit:
5+ years of experience as a financial or wealth advisor.
Active Life & Health license and FINRA licensing (Series 7 & 66 or equivalent).
Established book of business and interest in growth opportunities.
Looking for a culture that values collaboration and long-term vision. Why MassMutual Northern California:
A respected firm with 170+ years of stability and innovation.
Equity-based growth model with succession planning support.
Local leadership that actually knows your name and your goals.
Diverse investment Offerings
Unparalleled support & Resources
Open Architecture & Entrepreneurial Structure
In-house support
Vacancy posted 2 days ago
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