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 (Financial Services).

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

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What You’ll Do

Begin your career in financial services through a structured development program designed to prepare you for long-term success as a Financial Advisor. No prior advisory experience is required — training, mentorship, and licensing sponsorship are provided.

• Complete a structured training program focused on financial planning, business development, and client relationship management
• Deliver ongoing service and support while building trust and expanding your professional network
• Analyze client financial information to develop customized strategies aligned with client goals
• Build and grow a client base by networking, referrals, and targeted prospecting
• Use AI-powered prospecting and engagement tools to identify potential clients and uncover opportunities in the small and mid-sized business market

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What We Offer

• Sponsorship for FINRA Series 7 and Series 66 registrations
• Comprehensive onboarding and ongoing training
• One-on-one mentorship from experienced financial professionals
• AI-driven prospecting and client engagement tools
• Competitive compensation structure and performance incentives
• Opportunity to build your own book of business and advance within the organization

Compensation: $76,000 at plan earnings (plan-based compensation; actual pay may vary with performance and role structure).

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Who We’re Looking For

• Demonstrated ability to build trust and professional relationships
• Strong initiative, coachability, and a desire to develop a client-facing advisory practice
• Ability to obtain FINRA Series 7 and Series 66 registrations (sponsorship provided)
• Excellent verbal and written communication skills and client-facing professionalism
• Bachelor’s degree in Business, Finance, Economics, Marketing, Communications or equivalent professional experience is preferred

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Location & Employment Type

• Location: Kalamazoo, MI — local candidates preferred
• Employment type: Full-time
• This role may require background checks and successful registration where applicable. Appointment and continued employment may be contingent on obtaining the required FINRA registrations.

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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.