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, a Financial Planning & Wealth Management firm.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Role Overview

Confidential Client is hiring an entry-level Junior Financial Advisor / Financial Planning Associate for a full-time, on-site role in Chandler, AZ. This position is an intentional apprenticeship designed to develop a well-rounded, fiduciary-minded advisor through a phased training program (operations → tax & analysis → advisory support). Estimated annual compensation: $75,585 (estimated).

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What You’ll Do (Phased Training Path)

Phase 1 — Operational Foundations & Client Experience (Year 1)

• Serve as the first point of contact for clients in the Chandler, AZ office; welcome visitors and manage inbound phone inquiries.
• Screen calls, coordinate scheduling, and maintain appointment logistics for senior advisors.
• Prepare meeting materials: agendas, review packets, custodial paperwork, account summaries.
• Maintain CRM accuracy, follow SOPs for document archiving, and support daily office administration.
• Participate in team meetings and contribute to a high-touch client service model.

Phase 2 — Tax Preparation & Analytical Integration (Year 1–2)

• Train in tax preparation workflows and learn how tax strategy integrates into comprehensive planning.
• Gather, organize, and analyze client tax documents and source records under supervision.
• Assist with entry-level tax return preparation and multi-year projection analysis.
• Support custodial service requests, cashiering, and account maintenance via LPL Financial platforms.

Phase 3 — Advisory Support & Direct Client Work (Year 2+)

• Shadow senior advisors in discovery, review, and recommendation meetings.
• Conduct portfolio, insurance, and retirement income research using planning software and tools.
• Help construct comprehensive financial plans that integrate estate, investment, and tax strategies.
• Progress toward leading select client meetings and managing an internal book of relationships with mentorship.

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What We’re Looking For

• Bachelor’s degree preferred in Finance, Financial Planning, Economics, Accounting, Business Administration, or related field.
• Strong interest in a long-term advisory career — pursuit or intention to pursue credentials such as CFP®, SIE, Series 7, Series 66 is a plus.
• Natural relationship-builder with excellent interpersonal and active-listening skills.
• Humble, coachable mindset and willingness to master operations before moving into advisory duties.
• Exceptional organizational skills, attention to detail, high ethical standards, and client confidentiality.
• Full-time, on-site presence required in Chandler, AZ.

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Why This Opportunity

• Structured apprenticeship with clear progression from operations to client-facing advisory work — no cold-calling or sales quotas.
• Hands-on tax and planning integration experience uncommon in entry-level roles.
• Supportive, collaborative office that prioritizes long-term stewardship and fiduciary advice.
• Work directly with experienced planners and build technical and client-facing competencies.

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About the Client

Confidential Client is an independent, boutique financial planning and wealth management practice delivering integrated investment management, retirement planning, insurance, estate design, and tax planning. The firm emphasizes fiduciary-focused advice, deep tax integration, and long-term stewardship in a collaborative office environment.

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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.