Entry-Level Financial Advisor: Grow Your Client Network

49 Financial; Minneapolis (MN); On-site; USD 24,000 - 48,000; Full time

Benefits offered by this job

Medical insurance

Dental coverage

Vision

401k with match

Life/AD&D coverage

Disability coverage

HSA match

FSA/Dependent Care

Unlimited PTO

Job summary

49 Financial in Minneapolis, MN is seeking motivated graduates to join as Financial Advisors focused on client acquisition and long-term service. You will build your book of business through networking, referrals, and relationship building as part of our financial planning team.

This is a performance-based role with unlimited earnings potential and no cap on commissions. Ideal candidates have strong sales aptitude, excellent communication, and a desire to educate clients on financial solutions.

Qualifications

• Bachelor’s degree required or equivalent.
• Strong interest in sales, client acquisition, and financial services.
• Excellent communication and interpersonal skills.
• 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 existing relationships, referrals, networking events, social media outreach, community involvement, and warm prospecting.
• Sales Presentations: Conduct meetings and presentations to prospective clients, communicating the value of financial strategies and services to bring on new clients.
• Relationship Building: Establish and nurture relationships with prospects and clients, understanding their financial goals and offering solutions.
• Lead Generation: Develop new leads through networking, events, and persistent follow-up.
• Client Onboarding: Guide new clients through onboarding, ensuring a smooth experience.
• Collaborative Teamwork: Work with planning and portfolio teams to align solutions with client objectives.
• Knowledge: Build understanding of financial concepts, planning frameworks, markets, taxes, and regulations.

Skills

Sales aptitude

Communication

Relationship building

Self-motivated

Prospecting

Growth mindset

Education

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

Tools

Microsoft Office

Job description

49 Financial in Minneapolis, MN is seeking motivated graduates to join as Financial Advisors focused on client acquisition and long-term service. You will build your book of business through networking, referrals, and relationship building as part of our financial planning team.

This is a performance-based role with unlimited earnings potential and no cap on commissions. Ideal candidates have strong sales aptitude, excellent communication, and a desire to educate clients on financial solutions.