Financial Professional

THIS IS A RELATIONSHIP-DRIVEN, CLIENT-FACING SALES ROLE .
If you're excited by networking, building relationships, and growing your own client base, you'll likely thrive here. If you're primarily seeking a research, investment analysis, or spreadsheet-focused finance position, this role probably isn't the best fit.

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 11 offices spanning coast to coast, we live out our motto, "Two are Better than One," through a collaborative, team-based approach.

Our advisors don't build their businesses alone . From day one, you'll work alongside experienced financial professionals, gaining real-world experience while developing the skills to build meaningful client relationships and grow your own practice.

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.

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 relationship management. 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.

Success in this role is driven by your ability to build relationships, grow your network, and develop a team-based book of business. Approximately 70–80% of your time will be spent prospecting, networking, meeting with prospective clients, and cultivating long-term relationships.

• Investment research or equity analysis
• Financial analyst or FP&A work
• Spreadsheet-heavy or back-office financial planning roles
• A position where clients and business development are not your primary focus

• Meeting new people and building relationships
• Networking and generating referrals
• Presenting ideas with confidence
• Growing a business through persistence and initiative
• Helping clients while building your own practice

• 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…