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.

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Role overview

Confidential Client is hiring an Entry-Level Financial Advisor in Riverton, UT. This entry-level, full-time role combines structured training, comprehensive support, and a commission-driven compensation plan with uncapped earning potential. The ideal candidate is client-focused, coachable, and eager to build a long-term advisory practice helping families and individuals reach their financial goals.

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What you’ll do

As an Entry-Level Financial Advisor you will:

• Guide clients in developing personalized financial plans to reach long-term goals.
• Conduct thorough financial assessments to identify client priorities and gaps.
• Recommend appropriate financial products and strategies based on client needs.
• Educate clients on investment strategies, risk management, and financial planning basics.
• Build and maintain client relationships through regular, trust-based communication.
• Collaborate with colleagues to design solutions for complex client challenges.
• Track client progress and update plans to keep clients on track toward goals.

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Qualifications

Required skills and experience:

• Bachelor’s degree in finance, business, economics, or a related field.
• Strong analytical skills to assess financial situations and build plans.
• Excellent verbal and written communication skills for client conversations.
• Demonstrated ability to work effectively on a team.
• Eagerness to learn market trends, financial products, and regulatory requirements.
• Comfort explaining investment concepts and risk-management in plain language.
• Ability to track and report client progress using CRM or similar tools.

Preferred (but not required):

• Internship or academic project experience in financial services or advising.
• Licenses or coursework related to investments, insurance, or financial planning.

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Compensation & benefits

• Base compensation structure: commission-driven, uncapped earnings.
• Salary range (reported): $50,000 - $150,000 yearly (commission + production; actual earnings vary by performance and territory).
• Comprehensive training and mentoring to accelerate your advisor career.
• Flexible work arrangements and tools to build your practice.

Note: The posted salary range is provided by the hiring client. Applicants in jurisdictions with pay-transparency requirements will see this range here as required.

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Location & employment details

• Job location: Riverton, UT (on-site / hybrid arrangements as defined by the client).
• Employment type: Full-time.
• Must be legally authorized to work in the United States. Confidential Client will outline any sponsorship policies during the hiring process.

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Why join this opportunity

• Structured onboarding and ongoing professional development to help you build a successful advisory book.
• Opportunity to make a measurable impact for families and local communities.
• A collaborative culture that balances high standards with supportive coaching.

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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.