Personal Financial Planner
The Personal Financial Planner at Confidential Client is responsible for developing tailored financial plans by assessing clients' financial status, goals, and life circumstances. This entry-level role focuses on building strong client relationships, providing strategic investment advice, and pursuing ongoing training to support clients' financial wellness and long-term monetary objectives.
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, Financial Services (Accounting & Finance).
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
- Gather and assess each client’s financial information to determine financial status, cash flow, monetary expectations, financial goals, retirement plans, and other factors related to wealth management.
- Develop tailored financial plans that reflect clients’ life stage, professional circumstances, and changing needs.
- Serve as a trusted advisor by seeking, identifying, and securing strong relationships with new and existing clients.
- Make strategic product, plan, and investment recommendations to help clients reach their financial goals.
- Be a coachable, organized team member who pursues training and professional development opportunities.
What We’re Looking For
- Bachelor’s degree in finance, business administration, or another related analytical field required.
- Basic understanding of financial advisory roles and interest in financial products and services.
- Strong communication and math skills, with a demonstrated ability to build and maintain client relationships.
- Familiarity with Microsoft Office, Google Suite, CRM systems, and financial planning software.
- FINRA Series 7 and 63/66 documentation is a bonus but not required.
- This role is suitable for entry-level or early-career candidates who are coachable and eager to grow.
Compensation & Development
- Plan-based earnings: $75,000 - $100,000 annually (at plan earnings).
- Market estimate (for reference): approximately $78,735/year.
- Support for training, development, and licensing (for example, guidance toward industry certifications).
- Competitive benefits and opportunities for career growth within the Financial Services industry.
About the Employer
Confidential Client is a Financial Services organization focused on building long-term client relationships and delivering tailored financial wellness strategies. The team provides comprehensive financial planning and specialized services to meet diverse client needs using a process-driven approach designed to produce measurable results.
Location & Work Eligibility
- Work location: Fitchburg, WI (on-site or local to the Fitchburg area unless otherwise specified).
- Applicants must be authorized to work in the United States.
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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