Financial Professional

Overview

At 49 Financial, we re passionate about developing the next generation of leaders in the financial services industry. As a comprehensive financial planning firm with ten offices spanning coast to coast, we operate through a collaborative, team-based model that allows our newest advisors to work alongside seasoned professionals, gaining valuable experience in client acquisition and relationship management. This is a sales-oriented role with performance-based compensation.

You will spend the majority of your time prospecting, networking, and building referral networks. Success in this position requires an entrepreneurial drive to build your team-based book of business from the ground up through new business development. We work closely with our clients, helping them navigate the expected and unexpected in life, and offer solutions and strategies that simplify financial complexities so they can focus on what matters most to them.

At 49 Financial, you will have the ability to flex your creativity in building your practice and providing unparalleled care and service for your clients. Through our training, mentorship, and leadership development programs, we accelerate your learning experience so you re equipped to create a substantial impact.

Overview

We are seeking motivated and ambitious college graduates to join our team as Financial Advisors with a primary focus on client acquisition and long-term service. In this role, you will build your team-based book of business by actively prospecting, identifying, attracting, and onboarding new clients through networking, referrals, and relationship building as a part of our financial planning team. You will be the face of 49 Financial, growing your client base and delivering compelling financial solutions.

This role focuses on business development and client acquisition rather than financial analysis, portfolio construction, or investment research. Ideal candidates are relationship builders and natural networkers rather than those seeking primarily analytical work. Candidates should possess strong sales aptitude, communication and social skills, leadership experience and a desire to be in a client-facing role.

• Client Acquisition & Business Development: Generate new prospect contacts through existing relationships, referrals, networking events, social media outreach, community involvement, and warm prospecting. Identify and pursue new business opportunities through networking, referrals, and personal market development. Build and maintain a robust pipeline of potential clients.
• Sales Presentations
  :
  Conduct meetings and presentations to prospective clients, clearly communicating the value of our financial strategies and services with the goal of bringing on new clients.
• Relationship Building
  :
  Establish and nurture strong relationships with prospects and clients, understanding their financial goals and offering solutions that meet their needs.
• Lead Generation
  :
  Actively seek out and develop new leads through various channels, personal networking, industry events, community presentations, and persistent follow-up.
• Client Onboarding
  :
  Guide new clients through the onboarding process, ensuring a smooth and positive experience from the first interaction.
• Collaborative Teamwork
  :
  Work closely with our financial planning and portfolio management teams to ensure that the solutions offered align with clients  financial objectives.
• Knowledge
  :
  Build understanding of financial concepts and offerings, financial planning frameworks, and financial markets, tax planning, and regulatory guidelines.

• Bachelor s degree in Business, Finance, Marketing, Communications, Sales or a related field
• Strong interest in sales, client acquisition, and financial services
• Previous sales experience preferred or demonstrated success in business development/customer acquisition
• Excellent communication and interpersonal skills
• A proactive and self-motivated approach to business development and prospecting
• Competitive drive and entrepreneurial mindset
• Strong desire to educate and guide people through finances
• Comfortable with performance-based compensation and meeting sales targets
• Comfort with rejection and persistence in follow-up
• Eagerness to learn and grow in a fast-paced sales environment
• Track record of meeting or exceeding goals/targets
• Strong organizational skills and attention to detail
• Proficiency in Microsoft Office Suite

Type: Full-time

• Entry level

• Finance and Sales