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 entry-level Wealth Management role (in-office) is a training-to-produce position designed to develop new Financial Professionals in Manhattan, NY. You will begin with structured education and hands-on client-facing experience, progressing toward full advisor responsibilities.

• Build and strengthen client relationships through networking and regular communication
• Learn to assess client goals and risk tolerance and help craft personalized financial strategies
• Present financial products and service recommendations that align with each client’s needs
• Support portfolio management activities and client service tasks under senior advisor guidance
• Maintain required licensing and compliance procedures as you progress through training

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Qualifications

The Confidential Client seeks candidates who are coachable, client-focused, and motivated to develop a career in wealth management.

• Bachelor’s degree or equivalent skills / relevant work experience
• Willingness to pursue required licensing: State Life & Health, SIE, Series 7, Series 66 (FINRA sponsorship provided)
• Strong interpersonal and communication skills; comfort with client meetings and outreach
• Entrepreneurial mindset with a values-driven approach to client service
• Must be authorized to work in the United States

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Training & Development

This role includes a formal training program and ongoing professional development to accelerate your career growth.

• 120-day Preliminary Employment Period (PEP) — hands-on training program
• FINRA sponsorship for licensing exams and study support
• Access to virtual learning platform and mentorship from experienced advisors
• Personalized coaching from a local leader and leadership development opportunities
• Support to pursue advanced credentials (CFP®, ChFC, etc.) over time

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Compensation & Benefits

Compensation is structured to support you through training and then transition you to production-based earnings.

• Estimated annual pay (market estimate): $95,479 per year (estimated)
• Sign-on payment during PEP: $250–$1,000 (based on timely completion of licensing requirements)
• Stable pay during/after PEP for eligible participants (example program pay referenced: $34,500 annually during structured pay period)
• Opportunity for commissions and performance bonuses as you build your book of business
• Benefits package may include health, dental, vision, 401(k), ESPP, disability and life insurance, and transportation reimbursement

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Our Culture & Impact

The Confidential Client is committed to a diverse, inclusive culture and community impact initiatives.

• Employee resource groups and wellness programs
• Community volunteer programs and scholarship/educational initiatives
• Ongoing focus on professional growth and supportive teams

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Location & Legal Notes

• This job requires in-office presence in Manhattan, NY.
• Applicants must be authorized to work in the United States.
• This posting is managed by Careertakes as a third-party recruiting platform; the hiring employer is the Confidential Client.

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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.