Financial Consultant
The Financial Consultant role at Confidential Client involves advising clients on comprehensive financial planning including risk management, estate planning, investments, and retirement strategies. This entry-level position emphasizes client relationship building, customized financial solutions, and proactive prospecting, with opportunities for professional growth and training. The role requires strong communication, organizational skills, and the ability to work onsite at least three days per week in a hybrid setting.
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 / Insurance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
This third-party search is looking for an entry-level Financial Consultant to join a Confidential Client advisory team in Los Angeles, CA. You’ll support clients across financial planning topics and grow into a trusted advisor through training and hands-on client work.
Primary responsibilities
- Be a coachable, organized team member open to training, professional development, and licensing support
- Customize financial plans based on clients’ life stage, work circumstances, cash flow and goals
- Serve as a trusted advisor for new and existing clients; proactively identify and develop prospects
- Gather and analyze client financial information to determine financial status, cash flow, and retirement plans
- Recommend appropriate products and strategies (insurance, savings plans, mutual funds, retirement solutions) to help clients reach financial goals
- Use a CRM to collect and organize client data and track prospecting and follow-up activities
- Support client education through meetings and seminars and employ research-based recommendations
- Execute marketing and social media activities to generate prospects and build long-term client relationships
Qualifications
You should bring:
- Bachelor’s degree in finance, business administration, or related analytical field (required)
- Working knowledge of financial products and the financial services or insurance industry
- Strong math, communication, and relationship-management skills
- Experience with Microsoft Office (Excel), CRM systems, financial planning software, or Google Suite is preferred
- Valid FINRA Series 7 and 63/66 preferred but not required; licensing support may be available
- Ability to communicate complex concepts clearly and to act with integrity and professionalism
- Ability to prospect and network to develop new client relationships
- Fluency in Spanish, Vietnamese, and/or Chinese is a plus
- Must be able to work on-site in Los Angeles at least three days per week
Compensation & Benefits
- Planned earnings: $120,500 (Planned Earnings figure from source)
- Estimated annual pay shown on job board: $101,042 (estimate)
- Benefits: immediate eligibility for medical, dental, vision, long‑term disability, and group‑term life insurance (per the Confidential Client’s standard benefits package)
- Development: training and mentorship to build financial planning, prospecting, and advisory skills
- Employment type: Full-time (typical for this role)
Note: Careertakes presents this role on behalf of a Confidential Client. Exact compensation, benefits, and any licensing support will be discussed during the interview process.
About Confidential Client
Confidential Client is a long-standing, mutual company in the financial services / insurance sector focused on aligning the firm’s success with clients’ long-term interests. The organization emphasizes financial strength, agent development, and client-centered advising. As a Financial Consultant you’ll represent a firm that aims to support advisors with resources, training, and a benefits program.
Location
Los Angeles, California (this role requires on-site presence at least three days per week)
Next Steps
If you’re an organized, client-focused early-stage advisor seeking training, growth, and a chance to build a book of business in Los Angeles, apply via Careertakes to be considered for this opportunity with our Confidential Client. Applicants may be considered for similar roles through the Careertakes platform.
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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