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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Overview

This is an entry-level Financial Consultant role supporting clients across the United States, with hiring restricted to candidates who currently reside in Minnesota, North Dakota, South Dakota, western Wisconsin, or northern Iowa. You will be employed by a confidential client and receive mentorship, training, and tools to build a career in financial planning and wealth management.

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Compensation & Location

• First-year average (estimated): $80,000 – $105,000
• Job location: Minneapolis, MN (candidate must reside in MN, ND, SD, west Wisconsin, or north Iowa)
• Employment type: Full-time

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What You’ll Do

• Make strategic product, plan, and investment recommendations to help clients meet financial goals
• Grow and manage a client base through prospecting, networking, and referrals
• Gather and analyze client financial information (cash flow, assets, liabilities, retirement goals, risk tolerance)
• Create customized financial plans tailored to each client’s life stage and objectives
• Use modern CRM and planning tools to manage client accounts and documentation
• Participate in ongoing training and mentorship to develop technical and sales skills
• Collaborate with team members and support a client-first service culture

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Qualifications

• Bachelor’s degree in finance, business administration, or a related analytical field (required)
• Working knowledge of financial products and financial planning fundamentals
• Experience or interest in roles such as financial advisor, financial planner, or client-facing finance positions
• Proficiency with Microsoft Office; familiarity with CRM systems, financial planning software, and Google Suite preferred
• Strong communication, interpersonal, and quantitative skills
• Self-starter mindset, comfortable with networking and client acquisition
• FINRA Series 7 and Series 63/66 licenses are a plus but not required at hire

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What We’re Looking For

• Driven, coachable candidates who want a long-term career in financial services
• Passion for helping clients and building trusted relationships
• High ethical standards and a commitment to excellent client service
• Interest in learning sales, financial planning, and practice management

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Candidate Eligibility & Notes

• This position is open only to candidates who currently reside in Minnesota, North Dakota, South Dakota, western Wisconsin, or northern Iowa. Hiring and employment will be with a confidential client.
• Applicants must be authorized to work in the U.S.
• Reasonable accommodations are available for applicants with disabilities during the hiring process—please indicate accommodations needed.

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About Our Client

Our client is a well-established financial services organization with deep regional experience and a focus on advisor development. They invest in training, mentorship, and the tools needed to help new consultants build successful, client-centered practices.

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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.