Associate Financial Planner (Hiring Immediately)
The Associate Financial Planner role at Confidential Client involves developing tailored financial plans and investment strategies to help clients achieve their monetary goals. This entry-level position requires strong communication, analytical, and sales skills, with responsibilities including client acquisition, portfolio development, and ongoing client relationship management. The role offers comprehensive training and professional growth opportunities within a collaborative team environment.
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, Insurance & Financial Services.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Confidential Client is seeking an entry-level Associate Financial Planner to join their growing team in Uniondale, NY. In this role you will work with clients and senior advisors to build tailored financial plans, support client acquisition and retention, and grow your skills through paid training.
- Build personalized financial plans based on clients’ life stage, income, goals, and risk tolerance
- Meet with clients to gather financial information and recommend insurance, investment, and retirement solutions
- Prepare and present professional sales and planning materials to prospective and existing clients
- Assist senior advisors with account reviews, renewals, and portfolio adjustments
- Source, qualify, and convert new client prospects through networking and outreach
- Achieve monthly sales and production targets while maintaining high client-service standards
- Participate in ongoing training (Confidential Client covers training and exam expenses)
Responsibilities
- Assess clients’ financial needs and recommend appropriate insurance and investment strategies
- Develop and maintain investment portfolios, life and disability insurance plans, and long-term strategies
- Deliver high-quality client presentations and proposals
- Provide prompt service and follow-up to resolve client concerns
- Collaborate with team members and accept coaching to improve sales and planning skills
Qualifications
- Bachelor’s degree in finance, business administration, or a related field (required)
- Strong communication, interpersonal, and presentation skills
- Solid math and analytical ability; attention to detail
- Familiarity with Microsoft Office, Google Suite, CRM systems, and financial planning software
- Sales experience preferred (1 year preferred)
- FINRA Series 7 and 63/66 credentials are a plus but not required
- Driven, coachable, and customer-focused
Compensation & Benefits
- Base/target compensation: $120,000 yearly (listed by client)
- Confidential Client will pay for and cover expenses for training and licensing exams
- Opportunity for commission/bonus upside, professional development, and career growth
Location & Employment Type
- Location: Uniondale, NY (on-site)
- Employment type: Part-time (as listed)
About Confidential Client
Confidential Client helps individuals, families, and businesses secure their financial futures through insurance, investment, and retirement solutions. The firm emphasizes collaboration, ethical advice, and development opportunities for team members.
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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