Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Roseville, CA vacancy
  •  ...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... 
    Suggested
    Traineeship
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Citrus Heights, CA
    4 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Roseville, CA
    1 day 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... 
    Suggested
    Flexible hours

    Solera Asset Managers and Insurance Agency

    Granite Bay, CA
    2 days ago
  •  ...Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and...  ...Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning... 
    Suggested
    Local area
    Immediate start
    Remote work
    Relocation

    Corebridge Financial

    Roseville, CA
    4 days ago
  • $45k - $100k

     ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward...  ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,... 
    Suggested
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Citrus Heights, CA
    1 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... 
    Local area

    MOHR Talent

    Roseville, CA
    4 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual 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... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Roseville, CA
    2 days ago
  •  ...model. The Role This is a fully accountable, revenue-producing advisor position — not a support seat. You'll own a defined segment of...  ...complexity book Planning & Execution Support Support implementation of financial plans and investment strategies Coordinate account actions and... 

    Squarely LLC

    Roseville, CA
    4 days ago
  •  ...Bank of America in Roseville, California is seeking candidates for the Advisor Development Program aimed at aspiring Financial Advisors. Responsibilities include managing client relationships and providing tailored financial solutions. Ideal candidates will hold Series... 

    Bank of America

    Roseville, CA
    4 days ago
  • $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 office
    Home office
    Flexible hours

    Edward Jones

    Folsom, CA
    5 days ago
  •  ...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes...  ...nationwide. Our Folsom, CA office is looking for a VP, Financial Advisor to help clients achieve their financial goals while providing... 
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement Inc

    Folsom, CA
    3 days ago
  • $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 office
    Home office
    Flexible hours

    Edward Jones

    Folsom, CA
    2 days ago
  •  ...history for the position: FDIC; Safe Act; Loan Originators; FINRA. 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,... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Lincoln, CA
    4 days ago
  • $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 time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Roseville, CA
    5 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, CA
    2 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 pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Roseville, CA
    3 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 pay
    Full time
    Work at office
    Flexible hours

    FIRST NORTHERN BANK OF DIXON

    Roseville, CA
    4 days ago
  • $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

    Columbia Bank (WA, OR & ID)

    Roseville, CA
    2 days ago
  • $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 pay
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Citrus Heights, CA
    2 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 area
    Weekend work

    Columbia Bank (WA, OR & ID)

    Rocklin, CA
    2 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 time
    Work at office
    Remote work

    Gannett Fleming

    Roseville, CA
    3 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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Roseville, CA
    4 hours ago
  • 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

    Adventist Health

    Roseville, CA
    4 days ago
  • Provide members the highest level of service available in an efficient and courteous manner. Process monetary transactions within assigned limits, maintain accurate records and balance each day's transactions in accordance with established policies a Member Service, Bank...
    Part time

    Golden 1 Credit Union

    Citrus Heights, CA
    2 days ago
  •  ...Job Description Job Title: Loan Officer Primary Job: The mortgage advisor is responsible for generating new business, qualifying customers and owning the customer experience from start to finish. Essential Duties and Responsibilities: Origination... 
    Work experience placement
    Live in
    Work at office

    American Pacific Mortgage

    Roseville, CA
    3 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 time
    Part time
    Work at office
    Flexible hours

    Sierra Central Credit Union

    Roseville, CA
    5 days ago
  •  ...candidate will solicit the sale of bank services to businesses. Other duties and responsibilities include collecting and analyzing financial data to determine the creditworthiness of the prospect. Provide secured financing solutions in support of working capital... 
    Local area

    MRINetwork

    Roseville, CA
    1 day ago
  • $22.21 - $26.71 per hour

     ...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 pay
    Work at office

    First Technology Federal Credit Union

    Rocklin, CA
    1 day 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, CA
    2 days ago
  •  ...with bank clients and delivers solutions by identifying referral opportunities for new products and services based on the customer's financial goals. The Teller performs efficient and accurate banking transactions while: Communicating clearly with clients aking... 

    TradeJobsWorkforce

    Antelope, CA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!