Financial Advisor: Grow Your Client Portfolio

49-Financial; Dallas (TX); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental coverage

Vision coverage

401k match

Life/AD&D

Short-Term Disability

Long-Term Disability

HSA contribution match

FSA/Dependent Care

Unlimited PTO

Job summary

49 Financial in Dallas is seeking motivated college graduates to join our team as Financial Advisors focused on client acquisition and service. You will build a book of business by prospecting, networking, and referrals within a collaborative, team-based environment.

Ideal candidates have strong sales aptitude, excellent communication, and a desire to educate clients about financial solutions. Compensation is performance-based with uncapped earnings, reflecting your drive and results in a

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

Responsibilities

• 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.

Skills

Sales aptitude

Communication

Relationship building

Prospecting

Networking

Lead follow-up

Education

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

Tools

Microsoft Office

Job description

49 Financial in Dallas is seeking motivated college graduates to join our team as Financial Advisors focused on client acquisition and service. You will build a book of business by prospecting, networking, and referrals within a collaborative, team-based environment.

Ideal candidates have strong sales aptitude, excellent communication, and a desire to educate clients about financial solutions. Compensation is performance-based with uncapped earnings, reflecting your drive and results in a