Entry-Level Financial Planner – Manhattan, NY
The Entry-Level Financial Planner role at Confidential Client involves assisting clients in achieving their financial goals through tailored planning services including risk management, estate planning, and investment management. The position emphasizes client relationship building, strategic financial advice, and ongoing professional development within a reputable, diversity-focused company.
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, Insurance & Financial Services.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
About the role
This Entry-Level Financial Planner opportunity in Manhattan, NY is ideal for an early-career finance professional who wants client-facing experience, formal training, and a clear path to growth. As an Entry-Level Financial Planner with our confidential client, you will support financial planning, risk management, and investment recommendations while learning licenses and advanced planning skills.
What You’ll Do
- Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans
- Assess cash flow, income, financial status, assets, and goals to recommend appropriate strategies
- Provide strategic product, plan, and investment recommendations to help clients achieve financial objectives
- Proactively identify and build relationships with prospective clients
- Participate in training, coaching, and professional development activities to grow technical and client service skills
- Use CRM and financial planning tools to document plans and track client progress
Qualifications
- Bachelor’s degree in finance, business administration, economics, or a related analytical field required
- Baseline knowledge of financial industry concepts and financial products
- Strong communication, interpersonal, and quantitative skills
- Coachable, organized, and customer-focused with a demonstrated ability to build client relationships
- Proficiency with Microsoft Office and comfort learning CRM and financial planning software
- FINRA Series 7 and 63/66 preferred but not required
Compensation & Benefits
- Compensation: $120,000 per year (plan-based) as stated in the original posting
- Early-career training and licensing support (e.g., FINRA exams, continued education)
- Opportunities for advancement into senior advisory roles based on performance
About Confidential Client
Confidential Client is a leader in the Insurance & Financial Services industry focused on long-term client outcomes, professional development, and inclusive practices. As an employer, Confidential Client supports continued learning and career advancement for early-career advisors.
Keywords & Skills (high-level)
- Entry-Level Financial Planner Manhattan, NY
- Financial planning, retirement planning, investment recommendations
- CRM proficiency, Microsoft Office
- FINRA Series 7, 63/66 (preferred)
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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