Teams at GoldBook Financial

Lead recruiting, development and management of a team of financial advisors to drive sales of protection and investment products, financial planning, and wealth management. Coach, mentor, and retain talent; engage in frontline recruiting, build referral networks, and measure team production. Role is full-time, on-site and may retain personal production.

Build and nurture a client book through networking, social media, referrals and events; provide financial planning, wealth management, estate planning and insurance solutions; collaborate with planning teams; obtain required licenses; grow business, mentor team members, and use company marketing and technology to drive client outcomes.

Part-time front-desk role providing reception and administrative support: greeting visitors, answering phones, managing mail and supplies, coordinating vendors, onboarding new staff, scheduling conference rooms, and supporting events and other departments.