Financial Consultant – Los Angeles, CA
The Financial Consultant role at Confidential Client in Los Angeles is an entry-level position focused on helping clients achieve their financial goals through customized planning and strategic advice. The role involves client relationship management, financial product recommendations, and prospecting new clients, with opportunities for professional growth and training. This position requires strong communication, analytical, and organizational skills, with a hybrid work arrangement requiring office presence at least three days per week.
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.
Compensation & Benefits
Planned earnings: $120,500 (as listed in the source posting). Estimated local market figure shown on the original posting: $101,287 per year (informational).
- Competitive planned earnings with commission/bonus potential (per posting)
- Benefits may include medical, dental, vision, long-term disability, and basic group-term life insurance (per the original posting)
- Career development, training, and potential qualification opportunities (e.g., industry recognition programs)
Role Overview
This entry-level Financial Consultant role supports the delivery of personalized financial planning and advice to individual clients. You’ll learn to build customized plans covering risk management, estate planning, debt and investment management, retirement planning, mutual funds, and other financial products while developing a book of prospects through proactive outreach and marketing.
Key Responsibilities
- Be a coachable, organized team member pursuing training and professional development
- Customize financial plans based on a client’s work, life stage, and evolving goals
- Serve as a trusted advisor for newly acquired clients and prospects
- Gather and assess client financial information to determine cash flow, financial status, retirement plans, and goals
- Recommend appropriate products and investment strategies to help clients meet objectives
- Maintain accurate client records and pipeline using CRM systems
- Use research-based approaches and client education (meetings/seminars) to inform recommendations
- Help clients implement recommended solutions (life insurance, savings plans, mutual funds, etc.)
- Use social media and other marketing tools to generate and nurture prospects and referrals
Minimum Qualifications
- Bachelor’s degree in Finance, Business Administration, or a related analytical field (required)
- Working knowledge of financial products, personal financial advisor responsibilities, or financial planning roles
- Strong math, communication, and client-relationship skills
- Experience with Microsoft Office (Excel), CRM systems, financial planning software, and Google Suite is preferred
- Valid FINRA Series 7 & 63/66 preferred but not required
- Ability to communicate complex concepts clearly while maintaining integrity and professional standards
- Proven networking or prospecting ability to generate new clients
- Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required
- Able to work on-site at the office at least three days per week
About the Confidential Client
Confidential Client is a large, mutual financial services firm in the Accounting & Finance industry with a long operating history and a client-centric model. The organization emphasizes training, professional development, and benefits for agents and employees. (Original posting referenced company awards and financial-strength ratings; those details have been removed here and replaced with "Confidential Client".)
What Success Looks Like
- You complete initial training and start producing client-ready financial plans
- You build a growing prospect pipeline using both inbound and outbound channels
- You achieve key business metrics for client acquisition and retention while maintaining high service standards
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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