Entry-Level Financial Advisor
The Entry-Level Financial Advisor at Confidential Client is responsible for building and managing client relationships by developing personalized financial strategies and providing education on key financial topics. This role offers comprehensive training, mentorship, and licensing support to launch a successful career in financial services, emphasizing integrity, client-first approach, and growth through networking and continuous professional development.
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 / Wealth Management.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Role Overview
Confidential Client is hiring an Entry‑Level Financial Advisor in Austin, TX. This is a full‑time, client-facing opportunity to build a financial planning practice with robust training, mentoring, and licensing support. The role is ideal for relationship-driven candidates from sales, banking, insurance, customer service, athletics, or other client-focused backgrounds who are motivated to grow a performance-based advisory practice.
Compensation
- $80,000 - $124,000 yearly (range provided by the client)
- Additional upside from client growth, referrals, and performance-based earnings
What You’ll Do
- Build meaningful relationships with individuals, families, and business owners
- Conduct financial reviews to understand clients’ goals, priorities, and concerns
- Develop personalized financial strategies for retirement planning, wealth accumulation, and risk management
- Educate clients on financial topics and recommended plans
- Grow your practice through networking, referrals, and community involvement
- Maintain strong client relationships via regular reviews and proactive communication
- Use modern planning technology, CRM systems, and investment platforms to deliver service
- Participate in ongoing training, coaching, and professional development
Qualifications
The ideal candidate will be:
- Highly motivated and goal-oriented
- Comfortable building and expanding a professional network
- Coachable and eager to learn licensing and advisory skills
- A strong communicator who can simplify complex financial concepts
- Committed to integrity and putting clients first
Employment Type: FULL_TIME
Preferred Qualifications
- Bachelor’s degree or equivalent professional experience
- Experience in sales, business development, banking, insurance, mortgage, recruiting, leadership, or other relationship-focused roles
- Demonstrated success in a performance-based environment
- Willingness to obtain required state and federal licenses
About the Confidential Client
Confidential Client operates in Financial Services / Wealth Management and combines the resources of a larger organization with a growth-focused advisory culture. The firm provides experienced leadership, established planning resources, and technology to help new advisors launch and scale client-centric practices.
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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