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.

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 to join their Stamford, CT office. This is a hands-on, client-facing role in the financial services / wealth management industry designed for motivated, values-driven candidates who want a structured training path to a career in financial planning and wealth management.

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What You’ll Do

• Build and maintain client relationships through proactive outreach, networking events and ongoing portfolio reviews.
• Assess clients’ financial objectives and risk tolerance to develop tailored financial strategies.
• Recommend and explain financial products and solutions that align with client needs.
• Track client progress and maintain clear, timely communication.
• Collaborate with senior advisors and participate in client meetings and mentorship activities.
• Work on-site in the Stamford, CT office (in-office presence required).

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Skills & Experience

• Bachelor’s degree or equivalent work experience.
• Required / supported licensing: State Life & Health, SIE, Series 7, Series 66 (FINRA sponsorship provided where applicable).
• Strong interpersonal and communication skills; comfortable presenting and building rapport.
• Entrepreneurial, client-first mindset with a track record of personal accountability.
• Ability to work collaboratively with high-performing teams.
• Must be authorized to work in the United States.

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Training & Development

• FINRA sponsorship for required licensing.
• Preliminary Employment Period (PEP): a comprehensive 120-day hands-on training program.
• Access to virtual learning resources and the Confidential Client’s internal development programs.
• Mentorship and one-on-one coaching with local leadership.
• Opportunities for leadership development and support to pursue professional designations (CFP®, ChFC, etc.).

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Compensation & Benefits

• Estimated pay (as shown in source): $84,852 per year (estimated).
• Stable pay program after PEP: structured support with a stable-pay option documented at $35,500 annually during initial employment phases.
• Sign-on payment eligibility: $250–$1,000 upon meeting PEP and licensing milestones (per source).
• Eligible to earn commissions and bonuses in addition to stable pay.
• Benefits (subject to eligibility and plan terms): health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and transportation reimbursement programs.

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Location & Work Authorization

• Location: Stamford, CT — in-office role.
• Applicants must be legally authorized to work in the United States.

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Why Join

• Structured licensure and training path into wealth management.
• Hands-on mentorship and professional growth opportunities.
• Work with a team focused on client outcomes and community impact.
• Competitive mix of base pay, commissions, and benefits.

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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.