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

This entry-level Financial Advisor role with a confidential client is a hands-on position for someone ready to begin a career in wealth management. You will work in-office in Cleveland, OH and join a team focused on client outcomes, professional development and compliance.

• Build and nurture long-term client relationships through networking, outreach and regular portfolio reviews
• Assess clients’ financial objectives and risk tolerance to develop tailored financial strategies
• Present and explain financial products and services that align with each client’s goals
• Track client progress, maintain accurate records and follow compliance and documentation standards
• Collaborate with senior advisors and internal teams to support client needs and grow your book
• Participate in in-person client meetings, community events and business development activities
• Maintain disciplined follow-up and pipeline management to meet performance objectives

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Skills & Experience

• Bachelor’s degree or equivalent combination of relevant experience and skills
• Licensing (or willingness to obtain): State Life & Health, SIE, Series 7 and Series 66 — FINRA sponsorship is provided
• Strong interpersonal and verbal communication skills; confident in client-facing settings
• Values-driven, entrepreneurial mindset with a desire to positively impact clients’ financial lives
• Ability to learn from and collaborate with high-performing advisors and teams
• Authorized to work in the United States

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Training & Development

• FINRA sponsorship for required licensing
• Preliminary Employment Period (PEP): comprehensive 120-day hands-on training program
• Access to virtual learning resources and ongoing professional development
• One-on-one mentorship and coaching from local leadership
• Opportunities for leadership development and support pursuing professional designations (CFP®, ChFC, etc.)

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Compensation & Benefits

• Sign-on payment eligibility: $250–$1,000 after signing the PEP agreement and successful completion of required licenses within the 120-day timeline
• Initial stable pay program (for eligible new advisors): $27,550 annually during the supported onboarding period (structured 40-hour workweek)
• Opportunity to earn commissions and bonuses in addition to stable pay
• Benefits eligibility may include health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and transportation reimbursement programs (subject to program terms)
• Ongoing development and rewards for high performance

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Location & Work Schedule

• Location: Cleveland, OH — in-office presence is required
• Employment type: Full-time
• Flexible scheduling options to support productivity and work–life balance

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Why Join

• Structured path to become a licensed financial professional with hands-on training and mentorship
• Meaningful client work focused on financial wellness and long-term relationships
• Clear career progression and support for professional credentials

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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.