Entry-Level Financial Advisor: Grow Your Client Base

49 Financial; Rogers (AR); Sur place; USD 40 000 - 60 000; Plein temps

Avantages offerts par ce poste

Medical coverage

Dental coverage

Vision coverage

401k with match

Life/AD&D insurance

Disability insurance

Résumé du poste

49 Financial is looking for entry-level Financial Advisors who will focus on client acquisition and long-term service. You’ll grow your personal book of business by prospecting, referrals, networking, and relationship building, while representing our financial planning team.

This is a performance-based role with earnings tied to client acquisition and retention, in an in-office Arkansas setting. The position emphasizes sales aptitude, strong communication, and a proactive approach, with

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.

Responsabilités

• 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, communicating the value of our financial strategies and services.
• Relationship Building: Establish and nurture strong relationships with prospects and clients, understanding their financial goals and offering solutions.
• Lead Generation: Actively seek out and develop new leads through various channels, personal networking, industry events, and persistent follow-up.
• Client Onboarding: Guide new clients through the onboarding process, ensuring a smooth and positive experience From first interaction.
• Collaborative Teamwork: Work with planning and portfolio teams to ensure solutions align with clients' objectives.
• Knowledge: Build understanding of financial concepts, planning frameworks, markets, tax planning, and regulatory guidelines.

Connaissances

Sales aptitude

Communication

Interpersonal skills

Networking

Self-motivation

Formation

Bachelor’s degree in Business/Finance/Marketing/Sales or related field

Outils

Microsoft Office

Description du poste

49 Financial is looking for entry-level Financial Advisors who will focus on client acquisition and long-term service. You’ll grow your personal book of business by prospecting, referrals, networking, and relationship building, while representing our financial planning team.

This is a performance-based role with earnings tied to client acquisition and retention, in an in-office Arkansas setting. The position emphasizes sales aptitude, strong communication, and a proactive approach, with