Entry-Level Financial Advisor
The Entry-Level Financial Advisor at Confidential Client is responsible for customizing financial plans and providing tailored wealth management advice to clients. This role involves building and maintaining strong client relationships, identifying new clients, and supporting clients' financial goals through strategic recommendations. The position requires strong communication, analytical, and sales skills, with a focus on long-term client trust and financial security.
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.
Responsibilities
- Customize financial plans for each client based on their work situation, life stage, and goals.
- Meet directly with clients to gather financial profiles and deliver tailored advice.
- Identify, prospect, and secure new clients to grow a trusted advisory practice.
- Recommend strategic products, plans, and investments to help clients meet short- and long-term goals.
- Maintain accurate client records using CRM and financial planning tools; prepare clear client-facing documentation.
- Be coachable and actively pursue licensing, training, and professional development opportunities.
Qualifications
- Bachelor’s degree in business, finance, or a related field preferred.
- Strong written and verbal communication skills and solid quantitative/mathematical ability.
- Demonstrated ability to build relationships and develop a client base (sales, prospecting, or networking experience).
- Comfortable using Microsoft Office (Excel), CRM systems, Google Workspace, and financial planning software.
- FINRA Series 7 and Series 63/66 licensing are a plus (not required at application).
- Professional, well-presented, resilient, and client-focused.
- Authorized to work in the United States.
Compensation & Benefits
- Reported compensation: $75,000+ yearly (as stated in the source posting).
- Estimated average shown on the source listing: ~$62,066 per year.
- Opportunities for training, licensing support, and professional development; benefits may be available through the employer.
About Confidential Client
Our client is focused on providing financial security and peace of mind through insurance, annuity, and financing solutions. They emphasize integrity, long-term stewardship, and acting with humanity in all interactions. The organization supports families and businesses in creating, protecting, and preserving financial security over time.
Additional details
- Employment type: Full-time
- Location: Portsmouth, NH, US (onsite/client-facing role expected)
- Direct application and onboarding handled by the employer.
- Reasonable accommodations available — contact Careertakes if you need assistance during the hiring process.
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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