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

This is an on-site, full-time entry-level role supporting a Confidential Client in Accounting & Finance. You will provide client-focused support and learn core financial planning and account servicing tasks under senior team members.

• Support client account servicing and respond to routine client inquiries.
• Assist in preparing retirement and investment proposals using approved templates and processes.
• Join client meetings, take notes, and follow up on action items.
• Learn and apply firm-approved financial planning concepts and compliance procedures.
• Maintain accurate client records and ensure confidentiality of client information.
• Use financial software and data tools to compile reports and support senior advisors.

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Qualifications

• Strong verbal and written communication skills for interacting with clients and team members.
• Bachelor’s degree in finance, business, economics, or a related field is beneficial but not required.
• Demonstrated customer-service orientation and attention to detail.
• Comfortable learning and using financial software and handling numeric data.
• Willingness to learn regulatory requirements and adhere to compliance standards.
• Interest in pursuing industry licenses (for example, FINRA registrations) and ongoing professional development.

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Preferred Skills & Licenses

• Basic familiarity with investment and retirement account types.
• Experience in customer-facing roles or financial services internships is a plus.
• Ability to prioritize tasks and manage follow-ups in a fast-paced environment.
• Commitment to ethical client service and protecting client confidentiality.

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Compensation & Benefits

• Estimated annual pay: $66,084 (estimated figure from the source posting).
• Training and mentorship to support career growth and licensing.
• Benefits depend on the Confidential Client’s policies and will be communicated during the hiring process.

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Location & Employment Type

• On-site in Lafayette, LA (Lafayette, Louisiana).
• Employment type: FULL_TIME.

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Why Join (short)

This role is a strong start for candidates launching a career in financial services who want hands-on client experience, structured training, and support to pursue professional licenses.

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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.