Entry Level Financial Services Professional
This entry-level Financial Services Professional role at Confidential Client involves building trust-based client relationships and providing personalized financial planning, investment, and retirement solutions. The position offers structured training, mentorship, and licensing support to develop a career as a licensed financial advisor with a focus on business development and client growth. It is ideal for motivated individuals seeking a flexible, commission-based career with strong growth potential 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 We Provide
This opportunity is supported by a structured training and licensing pathway designed for career changers and early-career sellers who want to become licensed financial advisors.
- Licensing support and help preparing for Series 7 and 66
- Hands-on training and onboarding curriculum
- Access to experienced mentors, specialists, and a collaborative advisor community
- Planning tools, technology platforms, and business-development resources
- Marketing support and practice-management guidance
- A supportive business environment backed by a national organization
Compensation
- Commission-driven compensation model (example: $60,000 per plan commission listed by client)
- Estimated annual pay information shown on source page: $80,802 per year (estimated)
- Upside earning potential tied to new client acquisition and persistency
What You’ll Do
- 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
- Grow a client base through networking, referrals, and community engagement
- Manage your schedule, prospecting activity, and long-term practice growth
- Progress through licensing milestones toward becoming a fully licensed financial advisor
Qualifications
The ideal candidate is a coachable, goal-oriented professional who is comfortable in relationship-driven roles.
- Experience in sales, business development, hospitality, education, real estate, customer service, or military service preferred
- Strong communication and relationship-building skills
- Business-minded approach to prospecting, follow-through, and time management
- Resilience, coachability, and willingness to learn from feedback
- Bachelor’s degree preferred but not required
- Active Life & Health license at contracting preferred; Series 7 and 66 expected within the first year (licensing support provided)
About Confidential Client
Confidential Client delivers financial planning, investments, and insurance solutions through a relationship-driven advisor model. The firm emphasizes holistic planning, client education, and a culture that supports advisor growth and community impact.
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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