Entry Level - Wealth Manager (New York)
The Entry Level Wealth Manager at Confidential Client is responsible for building and nurturing client relationships, developing personalized financial strategies, and providing tailored financial product consultations. This role offers comprehensive training, licensing sponsorship, and mentorship to support career growth in wealth management, with a strong emphasis on client impact and professional development within an on-site work 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, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Confidential Client seeks an entry-level wealth manager to join their Accounting & Finance team in Manhattan, NY. You will learn to build client relationships, develop financial plans, and support portfolio management under senior mentorship.
- Build and nurture client relationships through networking, events, and direct outreach
- Develop personalized financial strategies based on client goals and risk tolerance
- Advise clients on financial products and services aligned to their needs
- Maintain consistent client communication and progress tracking
- Collaborate with senior advisors and participate in in-office meetings — in-office presence required; schedule flexibility offered
Skills & Experience
- Bachelor's degree or equivalent work experience
- Licensing: State Life & Health, SIE, Series 7, Series 66 — or willingness to obtain (FINRA sponsorship provided)
- Strong interpersonal and communication skills; client-focused
- Entrepreneurial mindset, values-driven, and motivated to achieve measurable results
- Authorized to work in the United States
Training & Development
- FINRA sponsorship for required licensing
- Preliminary Employment Period (PEP): 120-day hands-on training with structured support
- Access to a Virtual University for continuous learning, plus personalized coaching from local leadership
- Mentorship and opportunities for joint client work with top performers
- Leadership Development School and support pursuing CFP®, ChFC, and internal credential programs
Compensation & Benefits
- Estimated compensation: $89,441 per year (estimated)
- Ramp/Stable pay: $34,500 annually for up to 24 months during initial development (paid biweekly)
- Sign-on payment eligibility: $250–$1,000 after signing the PEP agreement and completing required licenses
- Commission and bonus opportunities in addition to stable pay
- Benefits eligibility (subject to plan terms): health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and transportation reimbursement programs
Culture & Impact
Confidential Client is committed to diversity, inclusion, and community impact. Expect employee resource groups, wellness programs, and volunteer initiatives focused on social good. Applications are accepted on an ongoing basis; there is no set deadline.
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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