Financial Services Professional - Entry-Level
This entry-level Financial Services Professional role at Confidential Client focuses on building trusted client relationships and delivering personalized financial strategies across investments, insurance, retirement, and wealth management. The position emphasizes a supportive, collaborative environment and a holistic approach to financial wellness, aiming to empower clients to achieve their financial goals with confidence.
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.
What You’ll Do
Confidential Client is hiring an entry‑level Financial Services Professional to build trusted client relationships and deliver tailored financial guidance. You will:
- Build and maintain long‑term relationships with individuals and families
- Conduct client meetings to assess needs across investments, insurance, retirement, and wealth management
- Create personalized financial strategies and recommendations grounded in client goals
- Translate complex financial concepts into clear, actionable advice
- Support onboarding, documentation, and compliance processes to ensure high service standards
- Participate in structured training, coaching, and development programs to build product knowledge and industry credentials
- Collaborate with colleagues and specialists to deliver holistic financial solutions
Qualifications
- Entry‑level candidates welcome; bachelor’s degree preferred (Finance, Business, Economics, Psychology, or related field)
- Strong verbal and written communication skills; comfortable presenting to clients
- High integrity, empathy, and a client‑first mindset
- Eagerness to learn, grow, and pursue professional development
- Willingness to complete required industry training and pursue relevant licenses/certifications as needed
Preferred (nice to have)
- Any internship or coursework in finance, insurance, investments, or related areas
What We Offer
- Structured training, mentorship, and a clear career path in financial services
- Opportunity to work in a collaborative, supportive environment (not a cut‑throat sales culture)
- Hands‑on experience across investments, insurance, retirement planning, and wealth management
- Competitive compensation — estimated pay: $64,377 per year (estimated figure provided by source)
- Opportunity to make a meaningful impact on clients’ financial wellbeing
Location & Work Type
- Location: Oakbrook Terrace, IL (on-site / local)
- Employment type: Full‑time
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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