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.

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What You’ll Do

Confidential Client is looking for an entry-level Financial Advisor to join a wealth-management team based in Fort Sam Houston, TX. In this role you will learn to deliver client-centered financial advice and grow a book of business through relationship building and thoughtful financial planning.

• Build and nurture client relationships through networking and community outreach
• Assess clients’ financial objectives, timelines, and risk tolerance to develop personalized strategies
• Recommend and explain financial products and services appropriate to each client’s situation
• Support ongoing client service activities, reviews, and portfolio monitoring
• Collaborate with senior advisors and internal partners to implement client strategies
• Maintain accurate client records and comply with regulatory and firm policies

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Who We’re Looking For (Qualifications)

• Bachelor’s degree or equivalent work experience
• Willingness to obtain required licenses: State Life & Health, SIE, Series 7, Series 66 (or demonstrate intent to obtain)
• Strong interpersonal and communication skills; comfortable presenting recommendations
• Self-motivated, entrepreneurial mindset with a service-oriented approach
• Demonstrated ability to learn from experienced team members and follow firm procedures
• Must be authorized to work in the United States

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Training & Development

Confidential Client provides structured onboarding and ongoing development designed for early-career advisors:

• FINRA sponsorship for required licensing
• Comprehensive 120-day Preliminary Employment Period (PEP) with hands-on training
• Access to a Virtual University and online learning resources
• Mentorship and joint-client work with experienced advisors
• Personalized coaching from local leadership and opportunities for leadership development
• Support and encouragement to pursue CFP®, ChFC, and other professional credentials

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Compensation & Benefits

• Sign-on payment eligibility: $250–$1,000 upon signing the PEP agreement (based on successful, timely completion of required licensing)
• Annual base salary eligibility after completing PEP (role becomes salaried for 20th Edition Financial Professionals)
• Opportunity to earn commissions and bonuses in addition to salary
• Benefits for eligible employees may include health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and transportation reimbursement programs (subject to plan terms)

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Why Join

This is an ideal role if you want an entry-level position in wealth management with formal training, licensing support, and clear coaching from experienced leaders. You’ll work within a collaborative team focused on delivering long-term financial solutions for clients, while developing the skills and credentials for a successful advisory career.

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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.