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Wealth Management Advisor @ Golden Summit Wealth & Insurance Solutions a MassMutual Firm

Pleasanton or Walnut Creek or San Jose or Redwood City or RosevilleOnsiteFull Time
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About this role

Wealth Management Advisor at Golden Summit Wealth & Insurance Solutions a MassMutual Firm. Location: Pleasanton or Walnut Creek or San Jose or Redwood City or Roseville. Role: building relationships, advising clients, growing practice Requirements: Build and grow client relationships, develop financial strategies for protection, retirement, wealth accumulation and legacy planning; coachable, relationship-driven background preferred. Category: Finance Seniority: Mid Level Commitment: Full Time Workplace: Hybrid Languages: English

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