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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What You’ll Do

Confidential Client is hiring an entry-level Financial Advisor for a Summer 2027 program in Chicago, IL. In this hands-on advisor role you’ll work with colleagues at all levels to support clients’ financial goals — from fact-finding and analysis through recommendations and quality control.

• Assess clients’ assets, liabilities, cash flow, tax status, and financial objectives to establish personalized investment strategies
• Evaluate and refine client financial plans using knowledge of investments, tax strategies, and financial securities
• Prepare client-facing reports and visualizations (charts, graphs) to illustrate trends, projections, and risk scenarios
• Monitor account activity and perform recurring quality-control checks to ensure trades, money movements, and distributions are processed correctly with custodians
• Collaborate with wealth management, trust, and tax specialists to deliver integrated financial advice

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Qualifications

• Bachelor’s or master’s degree in finance, mathematics, economics, accounting, or related field
• Minimum cumulative GPA of 3.0
• Strong analytical, detail-oriented approach and clear written & verbal communication skills
• Completion of a bachelor’s degree and willingness to complete coursework required to sit for the CFP exam — OR completion of a CFP Board Registered Program (CFP pathway encouraged)
• Internship experience at a brokerage, financial planning firm/practice, or money management organization preferred
• Comfortable working in a team-oriented, client-facing environment

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Compensation & Benefits

• Illinois (Chicago) monthly base: $6,750.00 — equivalent to approximately $81,000/year (location-specific).
• Eligible staff may receive standard benefits (where applicable) including health, dental, vision, disability and life insurance, Flexible Time Off, 401(k), and other contingent-staff benefits per policy.
• Interns and contractors may be eligible to elect contingency health plans after the company’s required waiting period.
• Compensation provided in postings is location-based and may vary by jurisdiction.

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Work Environment & Travel

• Exempt position; may require local, national, and occasional international travel.
• Confidential Client follows a flexible "workplace for your day" model with an emphasis on in-person collaboration while allowing day-to-day flexibility in coordination with supervisors and teams.

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Additional Hiring Information & Legal Notices

• Candidates must be legally authorized to work in the United States without sponsorship, except for qualified bilingual candidates in Japanese-English or Chinese-English (as noted by client).
• Confidential Client maintains a drug-free workplace.
• Under applicable state laws (e.g., Colorado, Illinois), candidates have certain rights related to application documents; please review local notices if applying from those states.
• The role supports CFP development; the client expects commitment to professional growth and licensing where applicable.

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Why Join Confidential Client

Join a well-resourced Accounting & Finance team focused on client-first wealth management, development toward professional credentials (CFP), and a collaborative culture that supports growth and work-life balance.

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.