Entry-Level Financial Planner
The Entry-Level Financial Planner at Confidential Client is a full-time role focused on guiding clients through impactful financial decisions while developing professional skills through comprehensive training and mentorship. This position offers a unique credentialing opportunity combining financial planning with advanced coaching techniques, supporting career growth in a collaborative, flexible, and technology-enabled environment.
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, a Wealth Management & Financial Services firm.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Role Overview
Confidential Client is hiring an Entry-Level Financial Planner to join a relationship-driven wealth management team. This hybrid/remote-friendly role is ideal for early-career candidates who want structured training, licensing sponsorship, and a leadership development path in financial advising.
What You’ll Do
- Support client-facing financial planning under the supervision of experienced advisors
- Learn and apply holistic financial planning techniques that combine coaching and technical advice
- Build and maintain client relationships through phone, video, and occasional in-person meetings
- Assist with portfolio reviews, financial plans, and client education materials
- Participate in joint work with mentors and take part in local and national development programs
- Track progress toward licensing and certification requirements
Who You Are / Minimum Qualifications
- Bachelor’s degree or equivalent skills/experience
- Willingness to obtain State Life & Health license (if not already held)
- Willingness to pursue FINRA Series 7 and Series 66 (company sponsorship available)
- Strong interpersonal skills and a client-first mindset
- Self-motivated, coachable, and committed to professional growth
- Comfortable using remote-work technology for client interactions and internal collaboration
Training, Licensing & Career Development
- Licensing Sponsorship: company-sponsored FINRA exam prep and exam fees for Series 7 & 66
- Optional sign-on payment tied to timely completion of company-sponsored licenses
- Leadership Development School and structured mentorship for a clear advisor career path
- Exclusive Credentialed Holistic Financial Coach program (developed in collaboration with Columbia University’s Coaching Center of Excellence) for advisors who complete the training and certificate program
Compensation & Benefits
- Estimated base compensation (per source): $74,448 per year (estimated)
- Biweekly stable pay, commissions, revenue-share and eligibility for bonuses
- Comprehensive benefits for eligible financial professionals: health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance
- Transportation Reimbursement Incentive Program (TRIP) and other program benefits subject to program terms
Why Join Confidential Client
- Structured entry-level program designed to accelerate your career in wealth management
- Robust mentorship and coaching culture
- Opportunity to earn industry credentials and FINRA licenses with full sponsorship
- Remote-friendly role with opportunities for in-person client work when needed
Keywords & Search Notes (for candidates)
This posting targets entry-level financial planner and early-career financial advisor candidates seeking FINRA sponsorship, leadership development, remote-friendly wealth management roles in Ocala, FL.
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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