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GoldBook Financial · 3 hours ago

Experienced Financial Advisor

San Diego, CA

Full-time

Hybrid

Senior Level

$51K/yr - $275K/yr

GoldBook Financial is seeking experienced Financial Advisors who value flexibility and control in building their practice. The role involves providing a diversified portfolio of investment, insurance, and retirement solutions, along with comprehensive support and resources to help advisors succeed in their entrepreneurial journey.

Business DevelopmentFinancial ServicesRisk Management

Responsibilities

You’ve spent a good portion of your career building the practice you envisioned

We respect your experience and your expertise

You’ll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success

We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients

If you’re a successful entrepreneur looking to accelerate your practice, we will support you through a diversified portfolio of investment, insurance, and retirement solutions – all manufactured here, so your input can directly impact the products we develop

A one-stop shopping hub for insurance solutions when your clients’ needs must be met with products we do not offer

A unique business markets process that will differentiate you and help you add more value to conversations with business owners

Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources

A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs

Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms

State-of-the-art technology platforms and tools

Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise

Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice

Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations

Being heard: because your voice matters, because you matter

Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership

Innovation: benefit from dedicated investments into tools and technologies designed to make doing business easier for you

Qualification

Financial AdvisoryInvestment SolutionsInsurance SolutionsEstate PlanningWealth ManagementEntrepreneurial MindsetClient Relationship ManagementCommunication SkillsTeam Collaboration