Entry-Level Financial Advisor - December and January Training Classes | $80k Potential
This entry-level Financial Advisor role at Confidential Client involves helping clients build financial security through personalized financial plans and investment strategies. The position offers comprehensive training, mentorship, and licensing support, with a focus on building long-term client relationships and growing a personal book of business. It provides a flexible schedule, leadership growth opportunities, and performance-based compensation with significant earning potential.
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.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Launch a professional, client-facing career as a Financial Advisor with Confidential Client in Marvin, NC. As an entry-level advisor you will:
- Meet with individuals and families to understand financial goals and priorities
- Build personalized financial plans that combine insurance and investment options
- Recommend insurance and/or investment solutions tailored to client needs
- Grow long-term client relationships and provide ongoing service
- Prospect and build your own book of business through networking, referrals, and outreach
What We Provide
Confidential Client offers an organized training and support system designed for new advisors:
- Industry-leading, classroom and field training
- Licensing support and preparation
- Ongoing mentorship from experienced advisors
- Flexible scheduling to support work-life balance
- Clear leadership and career-development pathways
- Competitive benefits package (medical, retirement, etc.) — details provided during interview
Compensation
Compensation is performance-based. Successful first-year advisors commonly earn $80,000+ with no formal cap on income, reflecting commission and bonus opportunities for high performers.
Ideal Candidate
We’re looking for motivated, coachable candidates who want to build a client-centered business:
- Strong communicator and listener
- Competitive, resilient, and coachable
- Entrepreneurial mindset and self-starter attitude
- Bachelor’s degree preferred but not required
- Backgrounds in sales, athletics, leadership, military, or hospitality are welcome
Why Work Through Careertakes
Careertakes partners with Confidential Client to connect qualified candidates to this training-focused Financial Advisor role. If you join the hiring process through Careertakes you may gain access to other matched opportunities and support throughout the application process.
Location
This role is based in Marvin, NC. Local training and office support are provided; some travel for client meetings is expected.
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.
Negotiate a higher salary! Check the salary ranges for this job type in your area.
View My Salary Range