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.

---

What You’ll Do

Confidential Client is hiring an Entry-Level Financial Advisor (Financial Representative) to build client relationships, deliver financial planning, and grow a book of business in Midtown East / New York, NY.

• Grow your client base through outreach, referrals, and relationship management
• Build personalized, holistic financial plans addressing insurance, investments, retirement, and education funding
• Manage client financial plans and follow up to support long-term goals
• Deliver exceptional client service and develop long-term relationships across life stages
• Complete licensing requirements and participate in training to become a fully licensed advisor

---

Training, Licensing & Career Path

Confidential Client provides structured training and licensing support to accelerate your success as a financial advisor.

• Award-winning training curriculum and mentorship from experienced advisors
• Support for licensing and exams: Life/Accident & Health certifications, Securities Industry Essentials (SIE), Series 6, Series 7, Series 63
• Tuition support / reimbursement for courses and materials
• Multiple career paths: open your own office, join a team, or develop into an advanced advisor role

---

Compensation & Benefits

This role uses a performance-based compensation structure with additional programs that support early development and long-term renewal income.

• Estimated salary: $115,762 per year (estimated)
• Performance-based earnings — example company data for early-career representatives:
  • Average first 3 years: $61K–$119K
  • Top 25% first 3 years: $137K–$250K
• Renewal income for continued client support and policy management
• Bonus programs and expense allowances
• Support for licensing and Certified Financial Planner® pursuit
• Fully company-funded retirement and pension plan
• Competitive medical, vision, and dental plans; life and disability insurance
• Parental benefits and other comprehensive employee offerings

---

Who We're Looking For

You may be a strong fit if you have:

• Bachelor’s degree
• Entrepreneurial ambition and interest in building your own practice
• Demonstrated success in relationship-building or client-facing roles
• Strong time-management and critical thinking skills
• Excellent verbal communication and professional presence
• High motivation, resilience, and a desire for continuous learning
• Legal authorization to work in the U.S. without sponsorship

---

About the Client

Confidential Client is a well-established firm in the Accounting & Finance industry that helps individuals and families with integrated financial planning — insurance, investments, annuities, and retirement solutions. The role is structured to develop you into a business owner and trusted financial professional with access to proprietary planning tools and national resources.

---

Why Join

• Structured training and mentoring programs
• Clear path to licensing and long-term career growth
• Opportunity for uncapped earnings through performance-based compensation
• Access to proprietary planning tools and national advisor network
• Inclusive workplace focused on diversity and professional development

---

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.