Entry-Level Financial Advisor
The Entry-Level Financial Advisor at Confidential Client is responsible for developing personalized financial strategies and plans to help clients achieve their life goals. This role involves client engagement, education on insurance and investment options, and collaboration with team members to ensure high-quality service and career growth within a supportive 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, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
As an Entry-Level Financial Advisor working with our client in Cedar Rapids, you will help individuals and families plan for their financial goals. You will learn and use firm resources to build tailored plans, educate clients on insurance and investment options, and support long-term client relationships.
- Develop personalized financial strategies aligned with clients’ life goals
- Conduct client meetings to assess needs and recommend solutions
- Educate clients on insurance, retirement, and investment choices using company tools
- Build and maintain strong client relationships through regular follow-up
- Collaborate with colleagues to deliver a seamless client experience
- Track industry and regulatory changes and update client recommendations accordingly
- Participate in ongoing training and professional development programs
Qualifications
We welcome candidates who are eager to learn, client-focused, and committed to professional growth.
- Experience in customer service or sales is preferred
- Strong communication and interpersonal skills
- Demonstrated ability to build and maintain client relationships
- Interest in financial planning, insurance, or investments
- Ability to learn and apply firm tools and compliance procedures
- Bachelor’s degree in finance, business, or related field preferred but not required with relevant experience
- Self-motivated, ethical, and able to work both independently and as part of a team
What We Offer
- Comprehensive benefits (medical, dental, vision, long-term disability, group term life insurance) for eligible employees
- Hands-on training and mentoring from experienced advisors
- Competitive compensation structure and opportunities for advancement
- Supportive team environment with access to firm resources and tools
- Ongoing professional development and industry education
Compensation
- Base compensation: $65,000 plus (as listed in the source posting)
- Estimated market figure shown on the original posting: $69,500 per year (estimated)
About Our Client
This opportunity is with Confidential Client, a company operating in the Accounting & Finance industry. Careertakes is supporting this hiring process as a third-party recruiting platform; the employer will be the Confidential Client.
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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