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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About the role

Confidential Client is seeking motivated, entry-level Financial Consultants to join a growing Accounting & Finance team in Los Angeles, CA. This role is intended for candidates who are coachable, enjoy working directly with clients, and want structured training to build long-term advisory careers. You will work with a mix of clients to develop personalized financial plans and help implement recommended products and strategies.

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Responsibilities

• Be a coachable, organized team member pursuing training and development opportunities
• Customize financial plans based on each client’s life stage, cash flow, goals, and risk tolerance
• Serve as a trusted advisor for new and existing clients acquired through proactive prospecting
• Gather and analyze client financial information to determine needs and opportunities
• Make strategic product, plan, and investment recommendations to help clients reach financial goals
• Document and manage client interactions and financial data in the CRM
• Use research-based approaches and client education (meetings/seminars) to support advice
• Help clients implement recommendations such as life insurance, savings plans, mutual funds, and other products
• Use social media and other marketing tools to generate and nurture prospects and referrals

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Qualifications

• Bachelor’s degree in finance, business administration, or a related analytical field required
• Working knowledge of financial products and personal financial advising or planning strongly preferred
• Strong math, communication, and relationship-management skills
• Experience with Microsoft Office (Excel), CRM systems, financial planning software, and Google Suite desired
• Valid FINRA Series 7 and 63/66 preferred but not required
• Ability to explain complex financial concepts clearly and maintain high ethical standards
• Proven networking or prospecting ability is a plus
• Fluency in Spanish, Vietnamese, and/or Chinese preferred but not required
• Ability to work on-site at the Los Angeles office at least three days per week

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Compensation & benefits

• Planned earnings: $120,500 (Planned Earnings as stated by the client)
• Market estimate shown on job source: ~$94,306 per year (job estimate)
• Benefits (eligibility may be immediate): medical, dental, vision, long-term disability, group-term life insurance
• Training, development, and clear performance-based earning opportunities

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Location & schedule

• Work location: Los Angeles, CA (on-site at least three days/week)
• Employment type: Full-time
• This role requires local (California) work authorization.

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What we value

• Honesty, integrity, and professionalism in client relationships
• A service mindset with attention to detail
• A hunger to learn and grow in a structured training environment
• Teamwork and consistent follow-through with clients

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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.