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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What You’ll Do

Confidential Client is hiring an Entry-Level Financial Planner to join its Orange, CA office. This is an in-office, full-time role focused on client engagement, financial strategy development, and delivering tailored product/service consultations while you build your skills through structured training and mentorship.

• Build and nurture client relationships through events, outreach, and ongoing portfolio follow-up
• Gather and analyze client financial objectives, risk tolerance, and timelines to create personalized strategies
• Present clear recommendations and explain financial products and services appropriate to client needs
• Track client progress, maintain consistent communication, and support portfolio management activities
• Participate in licensing and training activities required to provide financial advice

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Required Qualifications

• Bachelor’s degree or equivalent work experience
• Eligibility for or possession of required licenses: State Life & Health; SIE; Series 7; Series 66P (or willingness to obtain; FINRA sponsorship provided)
• Strong interpersonal and communication skills; confident when presenting to clients
• Entrepreneurial mindset with a values-driven approach and desire to positively impact clients’ lives
• Ability to collaborate with and learn from top performers
• Authorized to work in the United States

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Training & Development

Confidential Client provides structured support to help you become a licensed financial professional and develop as a planner:

• FINRA sponsorship for required licensing
• Preliminary Employment Period (PEP): 120-day hands-on training
• Access to virtual training resources and ongoing learning programs
• Mentorship and joint-client work with experienced advisors
• Personalized coaching from local leadership
• Leadership development and encouragement to pursue CFP®, ChFC, or other professional designations

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Compensation & Benefits

Compensation features listed in the original posting are included here exactly as provided:

• Stable pay: $38,550 annually (biweekly stable pay available for up to the first 24 months after PEP completion)
• Sign-on payment eligibility: $250–$1,000 after signing the PEP agreement and completing required company-sponsored FINRA licenses/registrations
• Opportunity to earn commissions and bonuses in addition to stable pay
• Benefits eligibility (subject to program terms): health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and transportation reimbursement programs

Note: This posting follows California pay-transparency expectations by listing the stable pay amount above. Any additional compensation referenced (commissions, bonuses, estimates) reflects variable earnings potential and is not presented as guaranteed base pay.

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Work Location & Schedule

• In-office presence required in Orange, CA
• Flexible scheduling options to support work–life balance
• This role is full-time

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Culture & Impact

Confidential Client emphasizes community engagement, diversity, and professional growth. Expect a values-driven culture with wellness programs, employee resource groups, and community giving initiatives.

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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.