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

• Build and maintain relationships with new and existing clients to serve as a trusted financial advisor.
• Assess clients’ cash flow, income, assets, liabilities, and financial goals to create tailored wealth-management plans.
• Recommend appropriate products, plans, and investments to support clients’ short- and long-term objectives.
• Produce customized financial plans that reflect each client’s life stage, career, and changing financial needs.
• Actively prospect and secure new clients through networking, referrals, and outreach.
• Collaborate with team members and participate in ongoing training to grow your advisory skills and compliance knowledge.

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Compensation & Structure

This is a commission-based role. Compensation range (provided by the client): $80,000 - $135,000 (commission-based). This role offers strong upside tied to client acquisition and retention and includes structured training and sales support.

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Qualifications

• Bachelor’s degree in Business Administration, Finance, or a related field (required).
• Interest in financial planning, wealth management, and client advisory services.
• Strong communication, interpersonal, and quantitative skills.
• Experience with Microsoft Office (Excel), CRM systems, financial planning software, and Google Workspace preferred.
• Proven ability to build and sustain client relationships.
• FINRA Series 7 and 63/66 licenses are a plus but not required.

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Why Join Confidential Client

Confidential Client is committed to community and client-focused service. You’ll have access to comprehensive training, tools, and resources to develop client relationships and grow a successful advisory practice. The organization emphasizes structured support, professional development, and a mission-driven approach to helping families plan for the future.

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Location & Employment Type

• Location: Red Bank, NJ (onsite / client location)
• Employment type: Full-time

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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.