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, financial services and insurance (financial planning, insurance, and wealth management).

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

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Company overview

Confidential Client is a well-established financial services and insurance firm focused on helping individuals and businesses achieve long-term financial security. The organization delivers financial planning, insurance solutions, and wealth-management support and invests in training and community impact.

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Role summary

This entry-level Financial Representative role is a client-facing, growth-oriented position based in Austin, TX. You will build relationships, advise clients on insurance and financial planning options, and be supported with training, mentorship, and licensing sponsorship to develop a long-term advisory practice.

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What you’ll do

• Conduct client consultations to understand financial goals, risks, and priorities
• Prepare and present personalized financial plans that may include insurance, investments, and retirement strategies
• Recommend and implement insurance and protection strategies to safeguard clients’ assets and income
• Build and grow a client network through referrals, community engagement, and professional outreach
• Provide ongoing account service and periodic plan reviews; adjust recommendations as client needs change
• Complete required licensing and certifications (training and sponsorship provided)

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Qualifications

• Bachelor’s degree preferred, but not strictly required
• Interest in financial planning, insurance, or advisory services; prior experience is helpful but not mandatory
• Strong interpersonal, communication, and relationship-building skills
• Analytical thinking and attention to detail when assessing client situations
• Willingness to pursue required licenses (e.g., Series 6, Series 63, and state insurance licenses); sponsorship and training available
• Ability to work in Austin, TX (in-office or hybrid per client policy)

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Compensation & benefits

• Estimated total annual compensation: $111,503 per year (estimated)
• Performance-based incentives with uncapped income potential
• Retirement benefits and a profit-sharing style plan contribution
• Health, dental, and vision insurance options
• Paid training, licensing sponsorship, and ongoing professional development
• Flexible scheduling and supportive mentorship from an experienced planning team
• Opportunity to make a community impact through client work and local initiatives

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Location

• Austin, TX — local office and client-facing work (address on file with client)

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What sets this opportunity apart

• Structured onboarding and continuing education to accelerate an advisory career
• Real sponsorship for required securities and insurance licenses so you can build credentials while you earn
• A community-oriented culture that pairs professional growth with local engagement

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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.