Client Growth Advisor – Financial Services

49 Financial; Houston (TX); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical – employer contribution

Dental – multiple levels

Vision

401k plan and match

Life/AD&D coverage

Short-Term Disability

Long-Term Disability

HSA contribution match

FSA/Dependent Care

Unlimited PTO

Job summary

49 Financial in Houston, TX is seeking ambitious graduates to join as Financial Advisors focusing on client acquisition and long-term service. You will build a client book through networking, referrals, and relationship building as part of a team-based financial planning group.

This role emphasizes business development over analytics, with compensation tied to client acquisition and retention. Expect a performance-based environment with no earnings cap and opportunities for mentorship.

Qualifications

• Bachelor’s degree in Business, Finance, Marketing, Communications, Sales or a related field.
• Strong interest in sales, client acquisition, and financial services.
• Excellent communication and interpersonal skills.
• A proactive and self‑motivated approach to business development and prospecting.
• Comfort with performance-based compensation and meeting sales targets.

Responsibilities

• Client Acquisition & Business Development: Generate new prospect contacts through relationships, referrals, networking events, social media, and warm prospecting.
• Sales Presentations: Conduct meetings and presentations to prospective clients showing the value of our financial strategies.
• Relationship Building: Nurture relationships with prospects and clients, understanding their financial goals.
• Lead Generation: Develop new leads through networks, events, and persistent follow-up.
• Client Onboarding: Guide new clients through onboarding for a smooth first experience.
• Collaborative Teamwork: Work with planning and portfolio teams to align solutions with client objectives.
• Knowledge: Build understanding of financial concepts, planning frameworks, and regulatory guidelines.

Skills

Sales aptitude

Communication

Interpersonal skills

Self-motivated

Organizational skills

MS Office

Education

Bachelor's degree in Business, Finance, Marketing, Communications, Sales or a related field

Tools

Microsoft Office Suite

Job description

49 Financial in Houston, TX is seeking ambitious graduates to join as Financial Advisors focusing on client acquisition and long-term service. You will build a client book through networking, referrals, and relationship building as part of a team-based financial planning group.

This role emphasizes business development over analytics, with compensation tied to client acquisition and retention. Expect a performance-based environment with no earnings cap and opportunities for mentorship.