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, Accounting & Finance.

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

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Overview

Confidential Client (via Careertakes) is hiring an Entry-Level Financial Planner in Englewood, CO. This is a full-time, in-office role designed for early-career candidates who are driven to help clients achieve financial wellness. The role includes structured training, FINRA sponsorship, mentorship, and a stable pay program during the initial development period.

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What You’ll Do

• Build and nurture client relationships through networking and consistent follow-up
• Assess clients’ financial objectives and risk tolerance to create personalized recommendations
• Support product and service consultations tailored to client needs
• Maintain accurate client records and track progress toward financial goals
• Work collaboratively with experienced producers and participate in joint client meetings
• Commit to in-office presence and a structured 40-hour work week during the training and development phase

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Qualifications

• Bachelor’s degree or equivalent work experience
• Required or willing to obtain: State Life & Health license, SIE, Series 7, Series 66
• Strong interpersonal and communication skills with self-confidence and professional presence
• Entrepreneurial mindset and a values-driven approach to client service
• Ability to collaborate and learn from top performers
• Must be authorized to work in the United States

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Training & Development

• FINRA sponsorship provided for required licensing
• Comprehensive 120-day Preliminary Employment Period (PEP) with hands-on coaching
• Access to virtual learning resources and ongoing professional development
• Mentorship and joint-client work with local leadership
• Leadership development opportunities for candidates with management ambition
• Support and encouragement to pursue professional designations such as CFP® and ChFC

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Compensation & Benefits

• Stable pay during development: $31,700 per year (based on a 40-hour week) during the structured support period
• Sign-on payment eligibility: $250–$1,000 tied to successful completion of PEP and required licensing
• Opportunity to earn commissions and bonuses in addition to stable pay
• Benefits eligibility includes health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and transportation incentives (subject to program terms)
• All pay and benefits described are administered by our client and subject to program rules

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Why Join

• Structured pathway into wealth management with clear training and licensing support
• Hands-on mentorship from experienced leaders and access to role-specific learning
• Opportunity to grow toward professional credentials and leadership roles
• Culture emphasizing community impact, diversity, and employee well-being

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Role Highlights

• Client engagement: network and maintain consistent contact to build trusted relationships
• Financial strategy: develop recommendations based on client goals and risk appetite
• Product consultation: discuss solutions that match clients’ unique financial situations
• Location: in-office presence required (Englewood, CO)
• Work-life balance: structured schedule with flexibility to maximize productivity

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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.