Entry Level Financial Advisor
The Entry-Level Financial Advisor at Confidential Client is a full-time role focused on helping clients achieve their financial goals through personalized planning and relationship building. The position offers comprehensive training, licensing support, and mentorship to develop skills in financial products and client acquisition, with a strong emphasis on entrepreneurial drive and professional growth within a supportive team environment.
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 (Insurance & Financial Planning).
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
- Meet with clients to understand their financial goals, needs, and priorities.
- Develop customized strategies for retirement, wealth building, and protection.
- Build and maintain long-term client relationships through regular follow-up and service.
- Learn financial planning concepts, products, and industry regulations.
- Prospect, network, and generate referrals to grow your book of business.
- Track progress toward sales and professional development goals.
What We Offer
- Comprehensive onboarding and ongoing training program.
- Mentorship from experienced advisors and a supportive team environment.
- Licensing support (Series 6/7, Series 63/65 or 66, Life & Health).
- Access to a wide range of financial products and planning tools.
- Clear career advancement pathways and professional development.
- Scalable, uncapped commission and bonus compensation tied to your book of business.
What We’re Looking For
- Strong communication and interpersonal skills.
- Self-motivated, coachable, and entrepreneurial mindset.
- Interest in finance, investing, and helping clients reach goals.
- Goal-oriented with the drive to build and manage a book of business.
- Bachelor’s degree preferred but not required — we value drive and aptitude.
- Willingness to pursue required industry licenses and certifications.
Compensation & Location
- Estimated base pay: $62,998 per year (estimated). Actual compensation varies with performance; total pay includes commissions and bonuses.
- Employment type: Full-time (typical for advisor roles; schedule may include evenings/weekends for client meetings).
- Location: Newark, CA — local candidates or those able to work onsite/locally preferred.
- Licensing support provided; eligible candidates will receive training and program guidance to obtain required securities and insurance licenses.
Why Join Us
Confidential Client (a Financial Services firm) combines national resources with local, personalized support. This is an excellent entry-level opportunity for driven individuals who want structured training, hands-on mentorship, and a clear path to building an advisor career with significant upside through commission and client relationships.
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.
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