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, Sales.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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About the Role

Confidential Client is hiring an Entry‑Level Financial Advisor in Kalamazoo, MI. This is an early-career, full-time sales role with structured training, mentorship, and sponsorship for FINRA Series 7 and Series 66 licensing. No prior financial-advisor experience is required — we provide coaching, AI-enabled prospecting tools, and the operational support needed to build a client-focused practice serving local businesses and professionals.

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What We Offer

• Sponsorship for FINRA Series 7 and Series 66 registrations
• Comprehensive onboarding and continuing education
• One-on-one mentorship from experienced financial professionals
• AI-powered prospecting and client engagement tools
• Opportunity to build and grow your own book of business
• Competitive compensation, performance incentives, and career progression
• Affiliation with a national financial services organization and resources

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Compensation

• $76,000 at plan earnings (base/plan earnings as listed by our client). Actual earnings may vary with performance and incentives.

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Responsibilities

• Gather and analyze client financial information to support personalized strategies and recommendations
• Build and maintain trusted relationships with individuals, professionals, and business owners
• Use digital tools and data insights to prepare for and deliver client meetings
• Identify and engage prospective clients using AI-powered prospecting, networking, and community outreach
• Participate in training, licensing preparation, and ongoing professional development
• Collaborate with experienced advisors and leadership to deliver client-focused guidance
• Provide ongoing client service to retain and grow relationships

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Qualifications

• Bachelor’s degree in Business, Finance, Economics, Marketing, Communications, or equivalent professional experience (or relevant relationship-driven experience)
• Preferred background in sales, customer service, account management, recruiting, business development, or retail leadership
• Ability to obtain FINRA Series 7 and Series 66 registrations (sponsorship provided)
• Self-motivated, coachable, and eager to learn
• Strong communication, interpersonal, and relationship-building skills
• Interest in financial planning, wealth management, and helping clients achieve long-term goals

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About Confidential Client

You’ll join a nationwide network of affiliated financial professionals working with Confidential Client to provide retirement, employee benefits, business protection, and asset management solutions. The affiliation model provides flexibility, resources, and a supportive platform so you can grow your practice while accessing the tools of a larger organization.

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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.