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.

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 Wealth Management Advisor in New York, NY. This is an early-career opportunity to build a financial planning practice with structured training, licensing support, and a performance-based earning model. Ideal candidates are entrepreneurial, client-focused, and motivated to grow long-term relationships and a book of business.

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What you’ll do

• Build and grow a client base through outreach, referrals, and relationship development
• Deliver personalized, holistic financial plans that include investments, insurance, retirement solutions, and education funding
• Guide clients through goal-setting, plan implementation, and ongoing plan management
• Collaborate with experienced advisors and use proprietary planning tools to model scenarios and present recommendations
• Pursue required licensing and professional credentials with company support
• Manage time and priorities as a business owner to achieve practice growth targets

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Why this is a strong opportunity

• Formal, award-winning training program that supports the first three years of your practice
• Licensing and education support (SIE, Series 6/7/63; Life/Accident & Health; CFP® pathway assistance)
• Access to proprietary planning software and a national advisor network for mentorship
• Entrepreneurial model — build an independent practice, join a team, or open an office
• Uncapped earning potential tied to performance and renewal income streams

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Compensation & benefits

• Performance-based earnings with additional income structures for early development
• Company-provided support for licensing and training materials
• Renewal income for ongoing client service and policy management
• Bonus programs, expense allowances, and retirement benefits (company-funded pension in source)
• Competitive medical, vision, and dental plans, life and disability coverage, and parental benefits

Note: the original posting includes an estimated compensation figure of $128,616 per year (estimated). Specific earnings will vary by individual performance and local market conditions.

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Ideal candidate profile

• Bachelor’s degree (or equivalent experience)
• Entrepreneurial ambition and interest in business ownership
• Track record in client-facing or relationship-building roles
• Strong communication, critical thinking, and time-management skills
• Highly motivated, coachable, and committed to continuous development
• Authorized to work in the U.S. without sponsorship

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Training, licensing & career path

Confidential Client provides a structured curriculum and hands-on mentoring to prepare advisors for exam requirements and a client-acquisition strategy. The role begins as a financial representative focused on client-building and licensing; successful candidates can progress to advanced advisor roles or leadership/team opportunities.

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What to expect after applying

As a candidate working with Careertakes, you may be matched to additional relevant opportunities on our platform. Careertakes will support the early-stage recruiting process; final hiring decisions and employment will be made by our client.

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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.