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, Sales & Finance (workforce development & training).

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

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Position overview

This is an entry-level Financial Advisor opportunity based in Wexford, PA. The role is part of a structured training program that combines classroom learning, hands-on internships, and placement support aimed at launching a career in finance, customer experience, or sales. During the internship phase participants earn an educational stipend; placements after program completion typically move into paid roles with an estimated annual compensation shown below.

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What You’ll Do

• Participate in a focused training curriculum covering finance fundamentals, customer experience, and professional skills
• Learn banking, customer success, and insurance operations concepts through classroom instruction and experiential projects
• Complete an internship placement with a Confidential Client partner in Pittsburgh to apply skills on real business problems
• Shadow and support Financial Advisors and sales or operations teams; assist with client communications and account support
• Build interviewing, resume, and networking skills with ongoing coaching and placement support
• Attend Monday–Friday training and internship activities as scheduled

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Who we’re looking for

• High school graduate or GED recipient (no bachelor’s degree required)
• Eligible to work in the U.S.
• Available Monday–Friday for the program duration
• Highly motivated to learn, coachable, and comfortable in client-facing or team settings
• Strong communication skills and basic computer literacy (email, web, MS Office or similar)
• Commitment to a structured training program and internship experience

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Preferred / helpful experience

• Any customer service, retail, or sales experience is a plus
• Interest in finance, banking, insurance, or client relationship work
• Comfortable working toward measurable goals and receiving regular feedback

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Training, Compensation & Schedule

• Program type: structured training + internship; employment type may be CONTRACTOR and/or FULL_TIME depending on placement
• Internship stipend during the internship phase: $525 per week (as stated in program materials)
• Estimated annual starting compensation for employed graduates (illustrative): $49,326 per year — provided as an estimate from program data
• Schedule: primarily Monday–Friday during the training and internship phases
• Location: training in/near Wexford, PA; internship placement with a Confidential Client partner in Pittsburgh

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What you’ll gain

• Product and service knowledge plus a customer-centric mindset
• Hands-on finance training, professional communication skills, and interview readiness
• Resume-building, networking, and job placement assistance to help launch your career
• Pathways after program completion may include roles in financial advisory, sales, product support, operations analytics, and patient services

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Legal & accessibility notes

Careertakes and our client comply with all applicable U.S. federal, state, and local employment laws. Reasonable accommodations are available for applicants with disabilities; please notify Careertakes if you require an accommodation during the application or interview process.

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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.