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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What You’ll Do

This entry-level Financial Advisor role is an in-office, client-facing position focused on building relationships and supporting clients’ financial goals. You will be part of a team that helps individuals and families with financial planning, product recommendations, and portfolio oversight.

• Build and nurture client relationships through networking, outreach, and scheduled reviews
• Assess clients’ financial objectives and risk tolerance to develop personalized strategies
• Present financial products and service recommendations that align with client goals
• Track client progress and maintain clear, consistent communication and documentation
• Collaborate with experienced advisors and attend joint meetings to learn best practices
• Maintain required licensing and compliance documentation as sponsored by the employer

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Qualifications

• Bachelor’s degree or equivalent work experience
• Willingness to obtain and maintain required licenses (State Life & Health, SIE, Series 7, Series 66) — sponsorship provided where indicated
• Strong interpersonal and communication skills; confidence in client conversations
• Entrepreneurial mindset with a values-driven approach to client service
• Ability to work collaboratively with senior team members and mentors
• Must be authorized to work in the United States

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Training & Development

• FINRA sponsorship for required licensing when applicable
• Comprehensive 120-day Preliminary Employment Period (PEP) hands-on training
• Access to virtual and in-person training resources and mentorship from local leadership
• Ongoing learning opportunities including leadership development programs and support for professional designations (e.g., CFP®, ChFC)

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Compensation & Benefits

• Estimated annual pay (market estimate): $75,584 per year
• Sign-on payment eligibility: $250–$1,000 after signing the PEP agreement and meeting licensing milestones
• Stable pay during training: eligibility for biweekly stable pay up to the first 24 months (example shown: $33,400 annually during structured stable-pay phase)
• Opportunity to earn commissions and bonuses in addition to stable pay
• Benefits (subject to program terms): medical, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability and life insurance, and other voluntary programs

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Location & Work Arrangement

• Location: Woodbridge, NJ (in-office presence required)
• Employment type: Full-time (structured, client-facing role)

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About the Role & Culture

Our confidential client in the Financial Services industry emphasizes community impact, diversity, and professional development. The organization supports volunteer programs and scholarship initiatives and promotes a collaborative culture where advisors grow through training, mentorship, and hands-on client work.

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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.