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, Sales.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Position Overview

Confidential Client is hiring an Entry-Level Financial Advisor in Oshtemo, MI. This is a full-time, client-facing role designed for candidates who want a career in financial services with industry-leading training, mentorship, and sponsorship to obtain FINRA Series 7 and Series 66 registrations. No prior advisor experience required — we provide the tools and development to build a practice serving businesses and professionals in the community.

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What You’ll Do

• Gather and analyze client financial information to help develop tailored recommendations.
• Build lasting relationships with individuals, professionals, and business owners by understanding their goals.
• Prepare for and lead client meetings using digital tools and data insights.
• Identify and connect with prospective clients using AI-powered prospecting, networking, and community outreach.
• Participate in comprehensive training, mentorship, and licensing preparation (Series 7 & 66 sponsorship provided).
• Collaborate with experienced advisors and leadership to deliver client-centered guidance.
• Provide ongoing client service and follow-up to grow trust and expand your professional network.

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What We Offer

• Sponsorship for FINRA Series 7 and Series 66 licensing and exam preparation.
• Structured onboarding and a comprehensive training program.
• Mentorship from experienced financial professionals.
• AI-powered prospecting and client engagement tools.
• Opportunity to build and scale your own client base within small and mid-size business markets.
• Competitive compensation, performance incentives, and a clear career path.

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Compensation

• $76,000 at plan earnings (as stated by the client).

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Qualifications

• Bachelor’s degree in Business, Finance, Economics, Marketing, Communications, or related field — or equivalent professional experience.
• Experience in sales, customer service, account management, recruiting, business development, retail leadership, or other relationship-driven roles is preferred.
• Ability to obtain FINRA Series 7 and Series 66 registrations (sponsorship provided).
• Self-motivated, coachable, and committed to professional growth.
• Strong communication, interpersonal, and relationship-building skills.
• Interest in financial planning, wealth management, and serving small to mid-sized businesses.

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Additional Notes (Legal & Process)

• This posting is for a position located in Oshtemo, MI; applicants must be authorized to work in the U.S.
• Offers may be contingent on standard background and reference checks, where permitted by law.
• Reasonable accommodations are available for applicants with disabilities; please let us know if you need an accommodation.

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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.