Entry-Level Financial Advisor – Financial Education & Counseling
The Entry-Level Financial Advisor at Confidential Client supports financial planning and advisory services focused on empowering diverse young adults toward economic mobility. Responsibilities include providing one-on-one and group financial coaching, developing budgets and savings plans, educating on banking, insurance, and investment basics, and collaborating with senior advisors and program staff to align financial guidance with participants' career goals. The role emphasizes professionalism, ethical advising, and continuous improvement through participant feedback and data analysis.
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.
What You’ll Do
Confidential Client is hiring an Entry‑Level Financial Advisor to deliver financial coaching and basic planning services for program participants. You will work closely with senior advisors and program staff to support participants' financial wellbeing and career goals.
- Provide one-on-one and small-group financial coaching to participants
- Help participants build budgets, savings plans, and basic debt-management strategies
- Explain foundational banking, insurance, and introductory investing concepts in clear, accessible language
- Create and maintain individualized financial action plans and monitor participant progress
- Support design and delivery of financial literacy workshops and trainings
- Prepare basic reports, presentations, and participant-facing materials
- Use spreadsheets and basic financial-planning tools to document and analyze participant data
- Identify participants who need additional support and refer them to internal or external resources
- Use participant feedback and program data to refine advising approaches
Skills & Qualifications
- Bachelor’s degree in finance, economics, business, accounting, or a related field preferred
- Relevant internships or experience in banking, financial services, customer service, or coaching a plus
- Basic financial analysis and personal budgeting skills
- Introductory knowledge of banking products, insurance, and investment concepts
- Proficiency with spreadsheets (Excel or Google Sheets) and data entry/record keeping
- Strong written and verbal communication, presentation, and facilitation skills
- Coaching, mentoring, time management, and organizational skills
- Customer-service orientation and ability to work with diverse young adults
- Interest in pursuing financial certifications (e.g., CFP coursework) and comfort with obtaining licenses if role evolves
Compensation & Benefits
- Salary: $60,000 - $70,000 per year
- Medical, Dental, Vision, and Life Insurance
- 401(k) plan
- Professional development and opportunities to pursue certification coursework
Location & Employment Type
- Location: Carson, PA (on-site / in-person role)
- 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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