Entry Level Financial Services Professional
The Entry Level Financial Services Professional at Confidential Client is a client-focused role designed for motivated individuals seeking to build a long-term career in financial advising. The position involves developing trust-based relationships, guiding clients through financial protection and investment strategies, and growing a personal book of business with strong mentorship and licensing support. This role offers structured training, career growth opportunities, and the chance to impact clients' financial futures while working in a supportive, relationship-driven 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, Sales.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
If you’re considering a move into financial services, this Entry Level Financial Services Professional role in Baltimore, MD provides structured training, licensing support, and a path to build a client-focused advisory practice.
- Build strong, trust-based relationships with individuals, families, and small businesses
- Guide clients through protection, investment, and retirement strategies
- Create personalized financial solutions using a broad, competitive product portfolio (insurance and investments)
- Grow a client base through networking, referrals, and community engagement
- Manage your schedule, prospecting activity, and long-term practice growth
- Advance through your licensing pathway, including preparation for the Series 7 and 66
What We Provide
- Licensing support and comprehensive, hands-on training
- Access to experienced mentors, specialists, and a collaborative advisor community
- Proven planning tools, technology platforms, and business development resources
- Marketing support and practice management guidance to accelerate your growth
- A supportive, business environment backed by a respected national organization
Qualifications
- Business-minded approach with experience in sales, business development, or relationship-driven roles
- Goal-oriented mindset with the discipline to manage time, prospecting, and consistent follow-through
- Resilience and coachability; willingness to learn, adapt, and grow through feedback
- Strong communication and relationship-building skills; comfortable engaging a wide range of individuals
- Bachelor's degree preferred but not required
- Active Life & Health license at contracting; Series 7 and 66 expected within the first year
Compensation
- Commission-based opportunity; source lists "$60,000 per plan commission" as the posted compensation detail.
- Significant upside tied to production and client growth; training and licensing support provided to accelerate earnings potential.
About Confidential Client
Confidential Client delivers financial planning, insurance, and investment solutions with a focus on holistic planning and relationship-driven service. They provide the tools and support advisors need to grow a sustainable practice while serving clients’ long-term financial needs.
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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