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 (wealth management).

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

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What You’ll Do

• Build and nurture client relationships through networking, meetings, and ongoing communication to support long-term financial goals
• Assess clients’ financial objectives and risk tolerance; develop personalized financial strategies and clear recommendations
• Present and explain financial products and services tailored to client needs
• Support portfolio management activities and ensure clients understand progress and next steps
• Maintain accurate client records and follow all compliance and documentation requirements

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Qualifications

• Bachelor’s degree or equivalent combination of education and work experience
• Required or willingness to obtain: State Life & Health license, SIE, Series 7, Series 66
• Values-driven mindset with a demonstrated record of achievement
• Excellent interpersonal and verbal communication skills and a confident client-facing presence
• Entrepreneurial spirit with a strong desire to positively impact clients’ financial lives
• Ability to collaborate and learn from high-performing colleagues
• Must be authorized to work in the United States

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Training & Development

• FINRA sponsorship for required licensing provided by the confidential client
• Preliminary Employment Period (PEP): structured 120-day hands-on training
• Access to a Virtual University and continuous learning resources
• One-on-one mentorship and joint-client working opportunities with experienced advisors
• Personalized coaching and local leadership support to accelerate development
• Leadership Development School and encouragement to pursue professional credentials (e.g., CFP®, ChFC)

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Compensation & Benefits

• Sign-on payment eligibility: $250–$1,000 upon signing the PEP agreement and completing required company-sponsored FINRA licensing within the 120-day timeline
• Stable pay: biweekly stable pay available for up to the first 24 months as a financial professional (stable pay documented at $27,550 annually)
• Eligibility to earn commissions and bonuses in addition to stable pay
• Benefits (for eligible financial professionals): health, dental & vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and transportation reimbursement programs (subject to program terms)

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Location & Schedule

• In-office presence required in West Indianapolis, IN
• Flexible scheduling options offered to help balance productivity and personal time

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About Our Client & Culture

The confidential client is committed to community impact, diversity, and inclusion. Expect a culture that supports volunteerism, professional growth, and programs that give back to communities. This role is part of ongoing recruitment — applications are reviewed on a rolling basis.

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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.