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, Accounting & Finance.

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

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What You’ll Do

• Work directly with clients to gather financial information and build comprehensive financial profiles.
• Develop personalized financial plans and recommendations based on clients’ income, goals, life stage, and risk tolerance.
• Make strategic product, plan, and investment recommendations to help clients pursue short- and long-term financial goals.
• Proactively identify and build relationships with prospective clients; act as a trusted advisor.
• Learn and apply financial planning tools and software to analyze financial data and present solutions.
• Participate in ongoing training and coaching; follow established team processes while contributing ideas for improvement.

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Qualifications

• Bachelor’s degree in Business Administration, Finance, or a related field required.
• Familiarity with Microsoft Office (Excel), Google Suite, CRM systems, and financial planning software is preferred.
• Baseline understanding of financial products and advisor responsibilities; strong interest in learning industry practices.
• Excellent verbal and written communication skills and solid quantitative aptitude.
• Demonstrated ability to build and maintain client relationships.
• Willingness to study for and obtain a Life Insurance license. FINRA Series 7 and 63/66 are a plus (not required).

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Compensation & Benefits

• Base salary range: $50,000 - $70,000 per year.
• Structured onboarding, training, and ongoing professional development.
• Support for licensing and certification study (where applicable).
• Benefit offerings and additional pay details will be provided by the confidential client during the interview process.

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About the Confidential Client

Confidential Client operates in the Accounting & Finance industry with a mission to dramatically impact clients’ financial lives. They provide long-term, relationship-driven financial planning services and deliver training and resources to help advisors build and grow their practices.

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Location & Employment Type

• Location: New York, NY, United States
• Employment type: Full-time

All applicants must be legally authorized to work in the United States. Offers may be contingent on background checks and verification of qualifications as permitted by law.

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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.