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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What You’ll Do

This is an entry-level Financial Planner role focused on building client relationships and delivering tailored financial planning and wealth-management recommendations. You will work with experienced advisors and receive structured training while developing your own client base.

• Provide strategic recommendations on products, investment plans, insurance, and other financial solutions to help clients reach their goals
• Collect and analyze clients’ financial data (cash flow, assets, liabilities, retirement plans, risk tolerance) to produce comprehensive plans
• Build and maintain trusted long-term relationships with new and existing clients
• Tailor plans to each client’s life stage, career situation, and evolving needs
• Act as a collaborative, coachable team member—participate in training and adopt firm processes and compliance practices

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Responsibilities

• Assess clients’ financial circumstances and recommend appropriate strategies for wealth accumulation, preservation, and distribution
• Present financial plans and explain recommendations clearly and professionally
• Develop a pipeline of prospective clients through outreach, referrals, and community engagement
• Maintain accurate client records in CRM and financial planning tools
• Work with internal teams to ensure compliance with regulations and firm standards

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Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or a related analytical field (required)
• Strong math, communication, and client-relationship skills
• Baseline knowledge of financial concepts and products; eagerness to learn and pursue certifications
• FINRA Series 7 and Series 63/66 licenses are a plus (not required)
• Proficiency with Microsoft Office, CRM systems, Google Workspace, and financial planning software preferred
• Must be authorized to work in the United States; background checks and licensing may be required

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Compensation & Benefits

• Base compensation structure: commission-based, approximately $80,000 - $135,000 per year (range depends on production and role specifics)
• Structured training, mentorship, and resources to grow your practice
• Opportunity for professional development and career progression within a well-supported advisory environment

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Location & Legal

This position is based in Westboro, NJ. Employment, licensing, and regulatory requirements for financial professionals vary by state; candidates must meet any applicable New Jersey licensing and registration requirements. The employer (Confidential Client) follows all federal, state, and local employment laws, including eligibility to work in the U.S., anti-discrimination laws, and any required background or regulatory checks.

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About the Client

Confidential Client is part of the Accounting & Finance sector and provides comprehensive financial planning and wealth-management services. The firm emphasizes community-oriented values, coachable team growth, and long-term client relationships, offering training and resources to help advisors build successful 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.