Financial Professional

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

THIS IS A RELATIONSHIP-DRIVEN, CLIENT-FACING SALES ROLE . If you're excited by networking, building relationships, and growing your own client base, you'll likely thrive here. If you're primarily seeking a research, investment analysis, or spreadsheet-focused finance position, this role probably isn't the best fit.

At 49 Financial, we're passionate about developing the next generation of leaders in the financial services industry. As a comprehensive financial planning firm with 11 offices spanning coast to coast, we live out our motto, "Two are Better than One," through a collaborative, team-based approach.

Our advisors don't build their businesses alone . From day one, you'll work alongside experienced financial professionals, gaining real-world experience while developing the skills to build meaningful client relationships and grow your own practice.

This is a sales-oriented role with performance-based compensation. You will spend the majority of your time prospecting, networking, and building referral networks. Success in this position requires an entrepreneurial drive to build your team-based book of business from the ground up through new business development. We work closely with our clients, helping them navigate the expected and unexpected in life, and offer solutions and strategies that simplify financial complexities so they can focus on what matters most to them. At 49 Financial, you will have the ability to flex your creativity in building your practice and providing unparalleled care and service for your clients. Through our training, mentorship, and leadership development programs, we accelerate your learning experience so you're equipped to create a substantial impact.

OVERVIEW

We are seeking motivated and ambitious college graduates to join our team as Financial Advisors with a primary focus on client acquisition and long-term relationship management. In this role, you will build your team-based book of business by actively prospecting, identifying, attracting, and onboarding new clients through networking, referrals, and relationship building as a part of our financial planning team. You will be the face of 49 Financial, growing your client base and delivering compelling financial solutions. Success in this role is driven by your ability to build relationships, grow your network, and develop a team-based book of business. Approximately 70–80% of your time will be spent prospecting, networking, meeting with prospective clients, and cultivating long-term relationships.

THIS ROLE IS LIKELY NOT THE RIGHT FIT IF YOU'RE PRIMARILY LOOKING FOR

• Investment research or equity analysis
• Financial analyst or FP&A work
• Spreadsheet-heavy or back-office financial planning roles
• A position where clients and business development are not your primary focus

THIS ROLE IS A FIT IF YOU ENJOY

• Meeting new people and building relationships
• Networking and generating referrals
• Presenting ideas with confidence
• Growing a business through persistence and initiative
• Helping clients while building your own practice

KEY 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.
• Sales Presentations: Conduct meetings and presentations to prospective clients, clearly communicating the value of our financial strategies and services with the goal of bringing on new clients.
• Relationship Building: Establish and nurture strong relationships with prospects and clients, understanding their financial goals and offering solutions that meet their needs.
• Lead Generation: Actively seek out and develop new leads through various channels, personal networking, industry events, community presentations, and persistent follow-up.
• Client Onboarding: Guide new clients through the onboarding process, ensuring a smooth and positive experience from the first interaction.
• Collaborative Teamwork: Work closely with our financial planning and portfolio management teams to ensure that the solutions offered align with clients' financial objectives.
• Professional Development: Build your knowledge of financial planning concepts, financial markets, tax planning, and regulatory guidelines through hands‑on experience, mentorship, and ongoing training.

QUALIFICATIONS

• We welcome candidates from all majors. Successful advisors often come from Business, Marketing, Communications, Sales, Finance, Psychology, Hospitality, Athletics, and other relationship-driven backgrounds.
• Strong interest in sales, client acquisition, and financial services
• Previous sales experience preferred or demonstrated success in business development/customer acquisition
• Excellent communication and interpersonal skills
• A proactive and self‑motivated approach to business development and prospecting
• Competitive drive and entrepreneurial mindset
• Strong desire to educate and guide people through finances
• Comfortable 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