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.

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Role Overview

Confidential Client is hiring an entry-level Private Wealth Financial Planner to join a Private Client Group supporting advisor teams in Lancaster, PA. This role is designed for candidates beginning their careers in financial planning who want hands-on training, licensure support (Series 65), and a clear path toward a CFP® designation.

Candidates must be authorized to work in the U.S. and be within commuting distance of Lancaster, PA, or willing to relocate independently.

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What You’ll Do (Responsibilities)

• Attend initial prospective client meetings and support client onboarding.
• Assist with execution of client service and operational tasks.
• Work directly with Lead Advisors to help determine suitable investment strategies based on client goals and risk tolerance.
• Under advisor guidance, learn to assess client assets, liabilities, cash flow, insurance, tax status, and financial objectives.
• Prepare and present material in client meetings once appropriately licensed, then coordinate follow-up tasks across teams.
• Delegate routine service tasks to client service and financial planning specialists while building your planning skill set.

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Measures of Success

• Responds to client and internal requests promptly and resolves open tasks.
• Anticipates and removes obstacles before they impact clients or operations.
• Uses firm resources efficiently to increase productivity.
• Produces accurate, high-quality work and demonstrates attention to detail.
• Builds relationships with prospects and referral sources.

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Qualifications

• Less than 2 years of business experience in financial services or financial planning preferred.
• Bachelor’s degree required; degree in Financial Planning, Finance, Economics, Accounting, or related field preferred.
• Expectation to obtain Series 65 within the first year and to pursue CERTIFIED FINANCIAL PLANNER™ designation within two years.

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Skills & Knowledge

• Basic understanding of financial planning concepts and practices.
• Strong client relationship and interpersonal skills.
• Client-service focused with excellent oral and written communication.
• Self-starter mentality: proactive, entrepreneurial, and independent.
• Ability to work well in teams and across departments.
• Comfortable learning new technology; expert-level Microsoft Office skills.
• Experience with Salesforce, Tamarac, MoneyGuidePro, Holistiplan, or Morningstar is a major plus.

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Compensation & Benefits

• Start base salary range: $60,000–$70,000 per year.
• Opportunity to earn a discretionary annual bonus up to 10% of earnings.
• Health, dental, and vision insurance; HSA and FSA options.
• 401(k) with employer match and discretionary profit-sharing.
• Paid time off plus volunteer PTO, sabbatical eligibility, and paid disability and life coverage.
• Professional development stipend, cellphone reimbursement, and other employee perks.
• Phantom equity (“GREEN Units”) after two years and other long-term incentives.

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Work Arrangements & Additional Info

• Full-time role with an onboarding/training program during the first 90 days.
• After the initial onboarding period and with manager approval, partial remote work may be allowed for a specified number of days per month.
• Some travel to company headquarters and client meetings should be expected.
• Confidential Client is committed to supporting professional licensure and career 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.