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 hiring an Entry Level Financial Advisor to join their wealth management team in Loehmanns Plaza, NY. This is an in-office, full-time role focused on developing client relationships and delivering personalized financial strategies.

• Build and nurture client relationships through networking, outreach, and consistent follow-up
• Assess clients’ financial objectives and risk tolerance to create tailored recommendations
• Present and explain financial products and services in clear, client-focused terms
• Support portfolio monitoring and progress tracking for assigned clients
• Collaborate with senior advisors and participate in team-led planning sessions
• Maintain required records and adhere to regulatory and compliance standards

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Qualifications

• Bachelor’s degree or equivalent practical experience
• Progress toward or possession of relevant licenses: State Life & Health; SIE; Series 7; Series 66 (FINRA sponsorship provided as needed)
• Strong interpersonal and presentation skills; confident communicator
• Entrepreneurial mindset with a client-first orientation and strong work ethic
• Willingness to work in-office in Loehmanns Plaza, NY (local candidates preferred)
• Must be authorized to work in the United States

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Training & Development

Confidential Client provides structured training and career development to help you grow as a financial professional.

• FINRA sponsorship and support to obtain necessary licensing
• Preliminary Employment Period (PEP): 120-day hands-on training program
• Access to virtual learning resources and a mentorship program
• Personalized coaching from a local leader and opportunities for joint client work
• Leadership development programming and encouragement to pursue professional credentials (CFP®, ChFC, etc.)

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Compensation & Benefits

• Estimated annual pay (market estimate): $92,405 (per source data)
• Stable pay program during early career stage: structured support equivalent to $33,400 annually for up to the first 24 months (per program rules)
• Sign-on payment eligibility: $250–$1,000 after completing PEP and required licensing (per program rules)
• Commission and bonus opportunities 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—subject to program terms

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Why Join

• Work for a mission-driven financial services firm focused on client impact and community engagement
• Be part of a collaborative environment with structured mentoring and clear advancement paths
• Opportunities to make a meaningful difference in clients’ financial wellbeing while building a sustainable career

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Location & Work Mode

• Job location: Loehmanns Plaza, NY — in-office presence required
• This listing is for candidates authorized to work in the United States

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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.