Personal Financial Planner
The Personal Financial Planner role involves customizing financial plans and providing strategic investment advice to help clients achieve their monetary goals. The position requires strong communication, analytical, and client relationship skills, with a focus on building and maintaining trusted client partnerships. This entry-level role is based on-site in the Long Island, Brooklyn, or Queens area and offers opportunities for professional development within a highly respected financial firm.
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 (Life Insurance).
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Role overview
Confidential Client is hiring an entry-level Personal Financial Planner / Financial Advisor to join a growing Wealth Management team in Melville, NY. This role is ideal for a numerate, client-focused professional who wants hands-on training in financial planning, product recommendations, and client development. You’ll work directly with clients to craft personalized financial plans and support their long-term financial goals.
What You’ll Do
- Customize financial plans based on each client’s work situation, life stage, and evolving needs.
- Recommend appropriate products, plans, and investment strategies to help clients reach goals.
- Build and maintain strong client relationships through ongoing communication and trust.
- Prospect, network, and convert new clients to expand your book of business.
- Collect and analyze client financial information to produce actionable recommendations.
- Participate in team training and development to grow technical and advisory skills.
Qualifications
- Bachelor’s degree in Business, Finance, Economics, or a related discipline.
- Basic understanding of the role of a financial advisor and an interest in financial products and wealth management.
- Strong communication, interpersonal, and math/analytical skills.
- Comfortable networking, prospecting, and developing client relationships.
- Proficiency with Microsoft Office; experience with CRM systems, financial planning software, and Google Workspace is strongly preferred.
- FINRA Series 7 and Series 63/66 licenses are a plus but not required.
Compensation & Benefits
- Compensation: $100,000 at plan yearly (estimated pay shown: $101,624 per year).
- Opportunity for growth, commission/bonus potential, and structured training for new advisors.
- Benefits vary by role and will be provided by Confidential Client at offer stage.
Location & Requirements
- This position is based in Melville, NY (Long Island). Candidates must live in or near Long Island, Brooklyn, or Queens to be considered.
- This is a full-time, in-office role with client-facing responsibilities.
About Confidential Client
Confidential Client is a leading organization within the financial services and life insurance sector with a long track record of financial strength and industry recognition. The firm emphasizes training, advisor development, and client-centered wealth management.
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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