Financial Advisor: Build Your Client Base with Mentorship

49-Financial; Dublin (OH); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401k match

Life/AD&D

Short-Term Disability

Long-Term Disability

HSA 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 servicing. You will build your practice through networking, referrals, and personal outreach while working in a team-based, collaborative environment.

Compensation is performance-based with no cap on earnings and growth through mentorship and leadership development. Ideal candidates are relationship builders with strong sales aptitude, excellent communication, and a proactive,

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.

Responsibilities

• Generate new prospect contacts through existing relationships, referrals, networking events, social media outreach, 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.
• Conduct meetings and presentations to prospective clients, communicating the value of financial strategies.
• Establish and nurture relationships with prospects and clients to meet their financial goals.
• Guide new clients through onboarding and collaborate with portfolio teams to align solutions.

Skills

Sales aptitude

Communication

Relationship building

Prospecting

Leadership experience

Education

Bachelor’s degree in Business/Finance/Marketing/Communications/Sales

Tools

MS Office

Job description

49 Financial is seeking motivated college graduates to join as Financial Advisors focused on client acquisition and servicing. You will build your practice through networking, referrals, and personal outreach while working in a team-based, collaborative environment.

Compensation is performance-based with no cap on earnings and growth through mentorship and leadership development. Ideal candidates are relationship builders with strong sales aptitude, excellent communication, and a proactive,