Associate Financial Planner
The Associate Financial Planner role involves working directly with clients to develop personalized financial plans and provide strategic investment advice to help them achieve their monetary goals. This entry-level position emphasizes building long-term client relationships, continuous learning, and leveraging financial data and tools within a supportive team environment at Confidential Client.
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, Financial Services / Insurance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Confidential Client is hiring an entry-level Associate Financial Planner to work directly with clients and support advisor teams. This role is client-facing and focused on learning core financial planning processes while helping clients reach their financial goals.
- Work directly with clients to gather and document financial profiles, goals, and relevant documents.
- Help customize financial plans based on clients’ life stage, income, and objectives.
- Make informed product, plan, and investment recommendations under advisor supervision.
- Build and sustain long-term client relationships through trust, follow-up, and excellent service.
- Participate in ongoing training and coaching to develop financial planning and advisory skills.
- Use CRM and financial planning tools to maintain client records and track plan progress.
Qualifications
- Bachelor’s degree in business administration, finance, or a related field required.
- Strong communication, interpersonal, and quantitative skills.
- Comfortable using Microsoft Office (Excel), Google Suite, CRM systems, and financial planning software.
- Baseline knowledge of financial products and planning concepts preferred.
- Coachable, detail-oriented, and motivated to build a career in financial services.
- Willing to study for and obtain a Life Insurance license.
- FINRA Series 7 & 63/66 certifications are a plus but not required.
Compensation & Benefits
- Salary range: $50,000 – $70,000 per year.
- Training, mentoring, and career-development opportunities.
- Access to firm-supported licensing and certification study programs.
- Competitive benefits package (medical, retirement, paid time off) — specific offerings provided by Confidential Client during the hiring process.
About Confidential Client
Confidential Client operates in the financial services and insurance industry with a long-standing focus on helping clients secure financial stability. You’ll join a team that provides structured support, training, and resources to help you grow as a financial advisor while delivering tailored financial solutions to clients.
Location & Employment Type
- Job location: Elsmere, NY (onsite / client-facing).
- Employment type: Full-time.
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.
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