Financial Advisor: Grow Your Client Base & Practice

49 Financial; Los Angeles (CA); On-site; USD 70,000 - 120,000; Full time

Job summary

49 Financial is seeking motivated college graduates to join our team as Financial Advisors with a primary focus on client acquisition and long-term relationship management. You will build your team-based book of business by prospecting, networking, and onboarding new clients through referrals and relationships.

As the face of 49 Financial, you will grow your client base, present solutions, and collaborate with planning and portfolio teams.

Qualifications

• Candidates from all majors welcome.
• Strong interest in sales and personal business development.
• Excellent communication and interpersonal skills.
• Self-motivated with ability to meet sales targets.

Responsibilities

• Generate new prospect contacts through referrals, networking and events.
• Conduct meetings and presentations to prospective clients.
• Build and nurture client relationships and onboarding.
• Collaborate with planning and portfolio teams to align solutions with client goals.
• Develop knowledge of financial planning concepts through hands-on experience, mentorship, and training.

Skills

Sales mindset

Relationship-building

Networking

Communication

Prospecting

Job description

49 Financial is seeking motivated college graduates to join our team as Financial Advisors with a primary focus on client acquisition and long-term relationship management. You will build your team-based book of business by prospecting, networking, and onboarding new clients through referrals and relationships.

As the face of 49 Financial, you will grow your client base, present solutions, and collaborate with planning and portfolio teams.