Entry Level Financial Advisor
The Entry-Level Financial Advisor role at Confidential Client involves building and maintaining client relationships by understanding their financial goals and developing customized financial strategies. The position offers comprehensive training, licensing support, and a commission-based compensation structure, ideal for motivated individuals seeking a career in financial advising with opportunities for professional growth and community impact.
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.
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
- Learn financial planning concepts, products, and industry regulations
- Prospect and network to grow your client base
What We Offer
- Comprehensive training program and ongoing mentorship
- Licensing support (Series 6/7, Series 63/65 or 66, Life & Health)
- Clear career advancement opportunities
- Access to a wide range of financial products and planning tools
- Collaborative and supportive team environment
- Scalable, uncapped commission and bonus compensation tied to your book of business
- Estimated annual pay: $58,614 per year (estimated)
What We’re Looking For
- Strong communication and interpersonal skills
- Self-motivated with an entrepreneurial mindset
- Interest in finance, investing, and helping others succeed
- Coachable, goal-oriented, and driven to grow
- Bachelor’s degree preferred
- Individuals ready to build a book of business
Why Join Us?
At Confidential Client, you’ll be part of a team that values integrity, professional growth, and community impact. You’ll have the resources of a national financial services firm combined with the personalized support of a local office — plus training and licensing support to launch and grow your career.
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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