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, 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 is an entry-level Financial Advisor pathway built around paid classroom training plus an internship placement designed to launch your career in finance. You will learn core financial operations, client-facing skills, and professional best practices, then apply those skills during a supported internship with partner employers in the Dallas–Fort Worth area.

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Key Responsibilities

• Support clients with basic financial operations and account activities under supervision
• Participate in classroom training and professional development sessions (business communications, interviewing, resume-building)
• Complete a structured internship placement and apply learned skills in a workplace setting
• Track learning goals, attend scheduled classes Monday–Friday, and engage in coaching and mentorship
• Maintain accurate records and follow program and client policies while representing the organization professionally

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What We’re Looking For

• High school diploma or GED (no bachelor’s degree required)
• Authorized to work in the U.S.
• Available Monday–Friday for the program duration (one year or less)
• Highly motivated to learn both technical and professional skills
• Strong communication and interpersonal skills
• Willingness to engage in classroom work and an on-site internship

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Program Details & Training Tracks

• One-year (or shorter) intensive training program combining technical and professional development with internship placement support
• Training modules may include:
  • Application Development
  • Business Operations
  • Banking & Financial Operations
  • Customer Success & Client Communication
  • IT Support & Network Security fundamentals
  • Data Analysis
  • Project Management
• Internship phase includes a weekly educational stipend (existing program examples list $525 per week during internship) and placement assistance with leading finance and technology employers in the Dallas–Fort Worth area

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Compensation & Location

• Location: Grand Prairie, TX
• Estimated annual pay (advertised estimate): $63,135 per year (this is an estimated figure based on similar placements)
• Internship stipend during internship portion: approximately $525 per week (program-provided)

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Why This Opportunity

• Hands-on pathway into finance without a four-year degree requirement
• Structured training + paid internship to build resume-ready experience
• Ongoing coaching, network access, and job placement support after program completion — strong placement outcomes for past graduates

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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.