Entrepreneurial Financial Advisor | Build Your Client Base

49 Financial; Austin (TX); On-site; USD 55,000 - 90,000; Full time

Job summary

49 Financial, a coast-to-coast financial planning firm, is seeking motivated college graduates to join as Financial Advisors focused on client acquisition and long-term relationship management. You will build a team-based book of business by actively prospecting, networking, and onboarding new clients through referrals and relationships.

Success depends on entrepreneurial drive and the ability to grow with mentorship.

Qualifications

• All majors welcome with interest in sales, client acquisition and financial services.
• Strong communication and interpersonal skills are essential.
• Self-motivated, proactive in business development and prospecting.

Responsibilities

• Generate new prospect contacts through networking, referrals and outreach.
• Conduct meetings and presentations to bring on new clients.
• Establish and nurture relationships while growing a team-based book of business.
• Guide onboarding and collaborate with planning teams to align solutions.

Skills

Sales

Networking

Relationship building

Communication

Prospecting

Education

Bachelor's degree

Job description

49 Financial, a coast-to-coast financial planning firm, is seeking motivated college graduates to join as Financial Advisors focused on client acquisition and long-term relationship management. You will build a team-based book of business by actively prospecting, networking, and onboarding new clients through referrals and relationships.

Success depends on entrepreneurial drive and the ability to grow with mentorship.