Build and grow a book of business through networking, social media, referrals and events. Provide comprehensive financial planning, wealth management, estate planning and insurance solutions. Collaborate with planning teams, obtain required licenses, mentor others, and use firm marketing and technology resources to drive client outcomes and business growth.
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
- 4 year degree or equivalent professional experience - students please apply to the internship program not to this position.
- 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/
#LI-GF1
Similar Jobs
Financial Services
Provide comprehensive financial and investment planning and advice, sell managed and fee-based products, acquire new clients, collaborate with relationship teams, track performance and compliance, design reports and dashboards, support strategic initiatives, and coach team members to enhance client experience and meet sales targets.
Food • Manufacturing
Determines student eligibility and administers federal, state, private, and campus financial aid programs. Counsels students and parents on aid options, maintains confidential records, collaborates with university departments to ensure accurate aid data, performs data entry and basic accounting tasks, and provides general office support.
Top Skills:
10-Key CalculatorComputerPrinterSoftware Programs
Fintech • Payments • Financial Services
Support advisors by preparing client materials, executing trades and transactions, assisting with onboarding and financial plans, conducting investment research, maintaining records, and ensuring compliance with firm policies and regulations.
Top Skills:
Crm SystemsFinancial Planning Software
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
