About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Sales (Financial Services).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

---

What You’ll Do

As an Associate Financial Advisor for our confidential client you will support clients and senior advisors across relationship-building, planning, and execution. Core responsibilities include:

• Work directly with clients to compile financial profiles and recommend tailored financial strategies
• Analyze clients’ income, goals, life stage, and risk tolerance to build personalized plans
• Develop investment portfolios and recommend insurance, retirement, and wealth‑management solutions
• Network, prospect, and qualify potential clients to grow your book of business
• Prepare and deliver professional sales presentations and proposals
• Collaborate with senior advisors to service, renew, and upgrade existing accounts
• Maintain accurate CRM records and support timely follow-up to client inquiries
• Meet agreed-upon monthly sales and activity targets
• Embrace ongoing training and coaching; support teammates as needed

---

Qualifications

We’re looking for candidates who demonstrate strong interpersonal and analytical skills, plus a coachable, client-first mindset.

• Bachelor’s degree in business, finance, or related field (required)
• Basic familiarity with Microsoft Office, Google Suite, CRM systems, and financial planning tools
• Strong verbal, written, and presentation skills; comfortable with numbers and financial concepts
• Demonstrated ability to build and maintain client relationships (sales experience preferred)
• Self-motivated, driven, and coachable — open to structured training and feedback
• FINRA Series 7 and 63/66 current documents are a plus but not required
• Willingness to obtain required licenses; the confidential client will cover training and exam costs
• 1+ year sales experience preferred but not required for strong entry-level candidates

---

Compensation & Benefits

• Base/target compensation referenced in the source: $120,000 (total comp figure)
• Training and licensing costs (e.g., FINRA exams) paid by the confidential client
• Career development, mentorship, and opportunities to advance into senior advisory roles
• Benefits package details provided during interview process

---

About the Role & Environment

This is an entry-level to early-career opportunity within the Sales (Financial Services) industry. You’ll join a team focused on long-term client relationships, ethical advice, and professional growth. Ideal candidates are client-centered, detail-oriented, and motivated to build a career in wealth management and financial planning.

---

About the Confidential Client

Confidential Client operates in Sales (Financial Services), offering insurance, investment, and retirement solutions to individuals, families, and businesses. The organization emphasizes collaboration, professional development, and doing right by clients and communities.

---

Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind.
To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.