Experienced Financial Advisor/ Financial Planner/ Investment Advisor/ Wealth Manager

Innovation and Flexibility.

Work with a business partner who is eager to be on the leading edge.

You’ve spent a good portion of your career building the practice you envisioned. You also know that the next step of your journey would benefit from a bold, forward-thinking partner. We respect your experience and your expertise. At our firm, you’ll have the freedom to build your practice the way you want to, with the support of a business partner who mirrors your desire for innovation.

GoldBook Financial is a member of the MassMutual family of firms. We are an award-winning company comprised of industry-leading financial service professionals who excel at helping our clients attain financial security for themselves, their families, and their businesses. Our culture of excellence and exemplary support team helps define our mission to be the firm of choice for talented people seeking a career in financial services. GoldBook was named #1 Best Places to Work – Micro Category by the Phoenix Business Journal in 2021.

We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our investment in cutting edge technologies, 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...

- State-of-the-art technology platforms and tools

- 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

Let’s partner together in support of the values we share with each other:

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

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

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

- Being heard: because your voice matters, because you matter

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

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

Contact us today to discuss a smooth transition to a financial firm that knows how to give entrepreneurs the resources to do what they know best.

CRN202306-283435

Note: GoldBook Financial will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.

If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.

Job Type: Full-time

Pay: $75,000.00 - $350,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Retirement plan
• Vision insurance

Compensation package:

• Bonus opportunities
• Commission pay

Weekly schedule:

• Choose your own hours
• Monday to Friday
• Weekends as needed

Work setting:

• Hybrid work
• Office

Application Question(s):

• Are you interested in a commission and fee based compensation package?
• How many years of experience do you have in the Insurance or Investment Industry? If none, you are ineligible to apply.

Ability to Relocate:

• Costa Mesa, CA 92626: Relocate before starting work (Required)

Work Location: Hybrid remote in Costa Mesa, CA 92626