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 boutique 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 to join their Gilbert, AZ office. This is an apprenticeship-style role designed to develop well-rounded, fiduciary-focused advisors through hands-on training in operations, tax integration, investment research, financial planning, and client-facing advisory work. This position is full-time and on-site in Gilbert, AZ.

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What You’ll Do

Year-by-year, your responsibilities will expand as you master operational foundations and gain technical skills:

• Phase 1 — Operational Foundations & Client Experience (Year 1)
  • Serve as first point of contact: greet clients, manage incoming calls, and coordinate scheduling.
  • Prepare senior advisors for client meetings by assembling agendas, review packets, custodial paperwork, and account summaries.
  • Maintain CRM accuracy, follow SOPs for document archiving, and support daily office administration.
• Phase 2 — Tax Preparation & Analytical Integration (Year 1–2)
  • Train in tax preparation workflows and assist in gathering and organizing client tax documents.
  • Participate in entry-level tax return preparation and multi-year projection analysis.
  • Support custodial service requests and account maintenance using firm custody platforms.
• Phase 3 — Advisory Support & Direct Client Work (Year 2+)
  • Shadow senior advisors during discovery and recommendation meetings.
  • Conduct portfolio, insurance, and retirement-income research using planning software.
  • Help construct comprehensive financial plans (estate, investment, tax strategies) and transition toward leading select client meetings under mentorship.

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Who we’re looking for

• Educational background: Bachelor’s degree in Finance, Financial Planning, Economics, Accounting, Business Administration, or related field preferred.
• Career mindset: Strong desire to build a long-term advisory career; interest in or pursuit of credentials (CFP® pathway, SIE, Series 7/66).
• Client focus: Natural relationship-builder with excellent active-listening and service orientation.
• Work style: Humble, coachable, detail-oriented, and ethical, with high standards for client confidentiality.
• Availability: Full-time, on-site in Gilbert, AZ.

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Compensation & growth

• Estimated annual pay (as listed): $92,796 (estimated).
• This role emphasizes career growth and training rather than sales quotas—expect structured mentorship, technical skill development, and a clear trajectory toward advisory responsibilities and certification support.

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About the employer

Confidential Client is an independent, boutique financial planning and wealth management practice delivering integrated investment management, retirement planning, estate design, insurance, and tax planning. The firm focuses on fiduciary, long-term stewardship and a collaborative office culture that supports professional growth.

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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.