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, Accounting & 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

Confidential Client is hiring an entry-level Financial Advisor to join their Manhattan office. This role combines client engagement, financial planning support, and product consultation while you complete required licensing and formal training.

• Build and nurture client relationships through networking events, outreach, and portfolio follow-up
• Assess clients’ financial goals and risk tolerance to recommend tailored strategies
• Present and explain financial products and services that match each client’s situation
• Maintain consistent communication and progress tracking with clients and internal teams
• Work in-office in Manhattan with a flexible schedule to support productivity and work-life balance

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Responsibilities

• Client engagement and relationship development
• Assist in developing personalized financial strategies
• Support portfolio management activities and ongoing client reviews
• Coordinate with mentors and senior advisors on client solutions
• Maintain accurate records of client interactions and compliance documentation

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Skills & Experience

• Bachelor’s degree or equivalent skills and relevant work experience
• Licensing: State Life & Health, SIE, Series 7, Series 66 (sponsorship provided)
• Strong interpersonal and communication skills; confident and professional
• Values-driven with a track record of achievement and an entrepreneurial mindset
• Ability to collaborate and learn from top performers
• Must be authorized to work in the United States

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Training & Development

Confidential Client provides structured training and ongoing development to accelerate your career:

• FINRA sponsorship for required licenses
• Preliminary Employment Period (PEP): 120-day hands-on training program
• Access to virtual learning resources and a virtual university
• Assigned mentorship and personalized coaching from local leadership
• Leadership development opportunities and support for professional designations (CFP®, ChFC, and internal credential programs)

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Compensation & Benefits

The position includes a mix of stable pay, commissions, and benefits:

• Sign-on payment eligibility: $250–$1,000 after signing the PEP agreement (based on successful completion timelines)
• Stable pay during ramp: $35,500 annually (biweekly pay) for eligible professionals during the initial 24 months
• Estimated total compensation (industry estimate shown): $80,895 per year (estimated)
• Commission and bonus opportunities in addition to stable pay
• Benefits eligibility may include health, dental, vision, 401(k), ESPP, disability, life insurance, and transportation reimbursement programs, subject to plan terms

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Our Impact & Culture

Confidential Client is committed to social impact, diversity, and community engagement. Expect a values-driven culture with wellness programs, employee resource groups, volunteer initiatives, and a focus on inclusive growth.

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Location & Work Authorization

• Location: In-office presence required in Manhattan, NY
• Work authorization: Candidates must be 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.