Entry-Level Financial Advisor: Grow Your Client Base

49 Financial; Dublin (OH); On-site; USD 47,000 - 75,000; Full time

Benefits offered by this job

Medical – 3 levels of coverage

Dental – multiple levels of coverage

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 is seeking motivated college graduates to join as Financial Advisors focused on client acquisition and long-term service in Dublin, OH. You will build a book of business through networking, referrals, and social outreach while presenting compelling financial solutions.

The role emphasizes business development over deep financial analysis, with compensation tied to performance and no earnings cap.

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.
• Strong desire to educate and guide people through finances.
• Comfort 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.

Responsibilities

• Generate new prospect contacts through existing relationships, referrals, networking events, social media outreach, community involvement, and warm prospecting.
• Conduct meetings and presentations to prospective clients, clearly communicating the value of our financial strategies and services.
• Establish and nurture strong relationships with prospects and clients, understanding their financial goals and offering solutions that meet their needs.
• Actively seek out and develop new leads through various channels, personal networking, industry events, community presentations, and persistent follow-up.
• Guide new clients through the onboarding process, ensuring a smooth and positive experience from the first interaction.
• Work closely with our financial planning and portfolio management teams to ensure that the solutions offered align with clients’ financial objectives.
• Build understanding of financial concepts and offerings, financial planning frameworks, and financial markets, tax planning and regulatory guidelines.

Skills

Sales aptitude

Communication skills

Relationship building

Prospecting

Leadership experience

Education

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

Tools

Microsoft Office Suite

Job description

49 Financial is seeking motivated college graduates to join as Financial Advisors focused on client acquisition and long-term service in Dublin, OH. You will build a book of business through networking, referrals, and social outreach while presenting compelling financial solutions.

The role emphasizes business development over deep financial analysis, with compensation tied to performance and no earnings cap.