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 (Wealth Management & Financial Planning).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

As a Wealth Management Advisor (entry level), you will build a client-facing financial planning practice and help clients pursue long-term goals. Typical responsibilities include:

• Grow your client base through prospecting, referrals, networking, and community engagement
• Build personalized, holistic financial plans addressing investments, insurance, retirement, education funding, and trust needs
• Manage and review client plans to help clients reach financial objectives and adapt to life changes
• Deliver an exceptional client experience across onboarding and ongoing relationship management
• Operate in an entrepreneurial role with opportunities to open an office, join or build a team, and scale a practice
• Use proprietary planning tools and software to educate clients and present integrated strategies

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Training & Licensing

This entry-level role includes structured training and licensing support to accelerate your development into a licensed financial advisor.

• Access to award-winning curriculum and mentorship from experienced advisors
• Preparation and reimbursement support for required exams and coursework
• Licensing you may obtain: Life/Accident & Health certifications, Securities Industry Essentials (SIE), Series 6, Series 7, and Series 63
• Ongoing professional development, including support toward CFP® or other designations

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Compensation & Benefits

Compensation is performance-based with multiple income streams; benefits help support long-term career growth and wellbeing.

• Performance-based earnings with renewal income potential and bonus programs
• Additional income support during training and early development
• Pre-payment/reimbursement for select licensing and training expenses
• Fully company-funded retirement package and pension plan
• Competitive medical, vision, and dental plans, plus life and disability insurance
• Parental benefits and other family supports
• Entrepreneurial upside and uncapped earning potential based on production

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Qualifications

You may be a great fit if you have:

• Bachelor’s degree (preferred)
• Entrepreneurial ambition to build and run a business
• Proven success in relationship-building or other client-facing roles
• Strong communication, time-management, critical thinking, and motivation
• Willingness to study for and obtain required financial licenses
• Legal authorization to work in the U.S. without sponsorship

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About Our Client

Our client is a leading organization in Financial Services (Wealth Management & Financial Planning) focused on delivering integrated financial strategies—insurance, investments, and annuities—to help clients meet long-term goals. As a partner, you will join a firm that invests in training and supports advisors in building thriving practices while delivering high-quality client outcomes.

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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.