Financial Advisor

Job Description

Job Description

Financial Professional, Financial Advisor, Financial Planner

Entry level and experienced advisor opportunities available

Locations : Scottsdale, AZ , San Diego, CA, Costa Mesa, CA

About Us

Are you ready to take the next step in one of the most personally and financially rewarding career paths as a Financial Advisor?

Can you be motivated to pursue and build a career where you directly contribute to a clients’ financial future that transcends generations, business and communities?

At GoldBook Financial , we redefine the financial services industry by combining cutting-edge technology, innovative strategies, and a commitment to advisor AND client success.

What Sets Us Apart – the Cornerstones of Your Success

• A diversified suite of investment and insurance products and services that drive entrepreneurial growth without proprietary restrictions.
• Own your book of business – build something for yourself, not your company. Supported Independence in a Professional Partnership with your firm.
• Comprehensive Support and Mentorship : We provide the tools, guidance, and resources to fast-track your career without the typical challenges of starting on your own.
• Our Fast Start Marketing Program , helping new advisors drive regular activity and income as you build out your desired target market.
• Joint work, collaborative culture : Work alongside experienced advisors who are committed to helping others grow, not just hit numbers.
• World-Class Training : Access modern training programs that empower you to make informed decisions for yourself and your clients.
• Career Development : Choose to build your financial planning practice or develop a team, with full experienced support.
• In-House Marketing Resources : Gain access to branding tools and marketing strategies to grow your business and connect with clients.
• Innovative technology for your digital practice.
• Unparalleled Benefits : Unlimited earning potential, flexible work schedules, Fortune 100 benefits, exclusive travel incentives, and more.

Your Role

As a key contributor to the team, and to build your book of business, you will :

Build and nurture a robust network of clients seeking tailored financial planning services.

Expand your reach through effective strategies, including social media, networking events, referrals, and seminars.

Provide a wide range of financial services, including estate planning, wealth management, and insurance solutions.

Collaborate with our expert planning and wealth management teams to deliver superior results and financial outcomes for clients.

Achieve necessary licensing to provide comprehensive financial support to clients.

Elevate your knowledge : reimbursement program available for eligible professional designations to elevate your knowledge and career.

What We’re Looking For

Preferred but not required : a minimum of 3+ years of professional experience in Financial Services, Insurance, or a related field.

For career changers, prior successful sales experience a plus.

Confidence in addressing client objections and navigating challenging conversations.

An entrepreneurial mindset with a passion for business development.

Proven ability to cultivate relationships.

Interest in team building and mentoring others.

Strong interpersonal skills and a results-driven attitude.

Why Join Us?

Backed by Industry Leaders : As a local firm affiliated with MassMutual and MML Investors, you benefit from the extensive support of a Fortune 100 company with over 170 years of experience and a top 7th independent broker dealer.

Advisor-First Approach : Enjoy unparalleled resources and support designed to help you thrive.

Financial Freedom : Unlock earning potential through commission and fee-based compensation, lucrative bonuses, recurring income and transition support for experienced advisors.

Flexibility and Independence : You own your practice; you own your time. This profession is all about results and you manage your schedule accordingly.

If you’re an ambitious professional looking to build or elevate your career in financial services, GoldBook Financial is the place to achieve your goals.

Join our dynamic team and be part of a firm dedicated to empowering both clients and advisors to succeed.

Total Compensation :

First year advisors’ to experienced advisors’ variable performance based compensation range : $51,000 to $320,000+ per year (with experienced specialist advisors' income greatly exceeding this range).

Benefits :

401(k)

401(k) matching - up to 10% company match

Dental insurance

Employee assistance program

Flexible spending account

Health insurance

Health savings account

Life insurance

Professional development assistance

Retirement plan

Vision insurance

https : / / goldbookfinancial.com /

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