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, Financial Services (Wealth Management).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Overview

Confidential Client is hiring for an entry-level Wealth Manager role in Secaucus, NJ. This in-office position is designed to launch your career in wealth management with structured licensing support, hands-on training, and mentorship. Candidates with a bachelor’s degree (or equivalent experience), strong interpersonal skills, and a drive to help others reach their financial goals are encouraged to apply.

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What You’ll Do

• Build and nurture client relationships through networking, outreach, and proactive communication
• Assess clients’ financial objectives and risk tolerance to develop personalized financial strategies
• Present and explain financial products and services tailored to client needs
• Track client progress and maintain consistent follow-up and account management
• Work on-site in Secaucus, NJ (in-office presence required)
• Maintain a flexible schedule to balance productivity and client availability
• Collaborate with senior advisors and participate in joint client work

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Qualifications

• Bachelor’s degree or equivalent professional experience
• Licensing expectations: State Life & Health, SIE, Series 7, Series 66 (FINRA sponsorship provided)
• Strong verbal and written communication skills; confident presenter
• Entrepreneurial mindset with a values-driven approach to client service
• Comfortable working in a team environment and learning from top performers
• Must be authorized to work in the United States

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Training & Development

• FINRA sponsorship for required exams and registrations
• Preliminary Employment Period (PEP): comprehensive 120-day hands-on training program
• Access to a Virtual University for continuing education
• One-on-one mentorship and joint client work with experienced local leaders
• Leadership Development School and paths to management for interested candidates
• Support and encouragement to pursue professional designations (e.g., CFP®, ChFC)

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Compensation & Benefits

• Estimated annual pay (as listed): $39,526 per year (estimated)
• Stable pay program: structured biweekly stable pay for up to first 24 months — $33,400 annually (for those who qualify under the program)
• Sign-on payment eligibility: $250–$1,000 after signing the PEP agreement and meeting licensing milestones
• Opportunity to earn commissions and bonuses in addition to stable pay
• Benefits (eligibility rules apply): health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life insurance, and Transportation Reimbursement Incentive Program (TRIP)

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Our Impact & Culture

Confidential Client is committed to making a positive difference for clients, employees, and communities. The culture emphasizes diversity, inclusion, wellness, and community engagement. Expect structured support, opportunities for growth, and programs that encourage giving back.

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Additional Information

• This position is part of an ongoing recruitment effort; applications are accepted on a rolling basis
• Confidential Client is an equal opportunity employer. Applicants will not be discriminated against on the basis of protected characteristics.
• You must be authorized to work in the United States to be considered.

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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.