Financial Advisor: Build Your Client Base (Entry Level)

49 Financial; Atlanta (GA); On-site; USD 42,000 - 78,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

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 recent graduates to join our team as Financial Advisors, focusing on client acquisition and long-term service. You will grow your personal client base through networking, referrals, and prospecting, while collaborating with our planning team to tailor solutions.

This entry-level, in-office role rewards performance with uncapped earnings. Ideal candidates possess strong sales aptitude, communication, and relationship-building skills, plus a business orientation and high

Qualifications

• Bachelor’s degree or equivalent in a related field.
• Strong interest in sales, client acquisition and financial services.
• Excellent communication and interpersonal skills.

Responsibilities

• Client Acquisition & Business Development: generate new prospect contacts and build a pipeline.
• Sales Presentations: conduct meetings to communicate value of services.
• Relationship Building: nurture prospects and clients to meet needs.
• Lead Generation: seek new leads through networking and referrals.
• Client Onboarding: guide new clients through onboarding process.
• Collaborative teamwork: work with planning and portfolio teams to align solutions.
• Knowledge: build understanding of financial concepts and regulatory guidelines.

Skills

Sales aptitude

Communication

Networking

Relationship building

MS Office

Education

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

Tools

Microsoft Office Suite

Job description

49 Financial is seeking recent graduates to join our team as Financial Advisors, focusing on client acquisition and long-term service. You will grow your personal client base through networking, referrals, and prospecting, while collaborating with our planning team to tailor solutions.

This entry-level, in-office role rewards performance with uncapped earnings. Ideal candidates possess strong sales aptitude, communication, and relationship-building skills, plus a business orientation and high