Entry-Level Financial Professional
The Entry-Level Financial Professional at Confidential Client is responsible for guiding clients in achieving their financial goals through tailored insurance, investment, and retirement solutions. This role involves prospecting new clients, designing customized financial plans, and maintaining strong client relationships while adhering to industry regulations and company standards. The position offers career growth opportunities within a stable, reputable mutual insurance company committed to client-focused service.
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.
What You’ll Do
Confidential Client is hiring an Entry-Level Financial Professional to help individuals, families, and businesses plan for their financial futures. This full-time role blends client-facing sales, financial needs analysis, and ongoing relationship management. You will receive training and licensing support while building a book of business.
- Compile each client’s financial information to determine goals, current financial status, cash flow, and expectations
- Advise and implement financial recommendations (savings plans, life insurance, annuities, mutual funds and other products)
- Prospect, identify, and approach new clients; establish and maintain trusted relationships
- Research and recommend strategies tailored to client risk tolerance and objectives
- Design customized financial plans accounting for life changes and evolving needs
- Present solutions from a competitive product suite for retirement, education, business planning, and wealth management
- Create and execute business and marketing plans to grow your client base
- Develop professional skills through the client training curriculum and obtain optional licenses (support provided)
- Manage your schedule and client follow-ups effectively
Qualifications
Candidates should demonstrate both technical knowledge and strong relationship skills. Required or strongly preferred qualifications:
- Bachelor’s degree in finance, business administration, or related field
- CPA, CFP, and/or FINRA Series 7 and 66 licenses are required (or equivalent licensure as specified)
- Proven success in financial planning, advisory, analysis, or consulting roles
- Strong math, communication, and customer-service skills
- Sales experience preferred; growth mindset and entrepreneurial drive
- High integrity and professionalism
- Ability to engage your community and leverage personal networks
- Self-disciplined, motivated, adaptable, and results-oriented
- Leadership potential and willingness to obtain additional licensure if needed
Compensation & Schedule
- Salary range: $50,000 - $80,000 per year (reported)
- Full-time position
- Licensing support and training curriculum provided
- Potential for promotion and professional development
Location
- Highland Park, TX (onsite / local market role)
Why You’ll Like This Role
- Structured training program to accelerate your technical and sales skills
- Support for licensing and professional growth
- Opportunity to build long-term client relationships and a scalable book of business
- Work for a stable, client-focused organization with emphasis on doing right by customers
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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