Growth-Focused Financial Advisor

49 Financial; Jacksonville, Town of Florida (FL, NY); On-site; USD 42,000 - 78,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision coverage

401k plan and match

Life/AD&D coverage

Short-Term Disability

Long-Term Disability

HSA match

FSA/Dependent Care

Unlimited PTO

Job summary

49 Financial is seeking motivated college graduates for Financial Advisor roles focused on client acquisition and long-term service. You will build your book of business through networking, referrals, and relationship-building as part of a team-based financial planning practice.

The position emphasizes business development over technical analysis, with compensation tied to client onboarding and retention. Strong sales aptitude and communication skills are essential for success.

Qualifications

• Bachelor’s degree in Business/Finance is required or equivalent.
• Strong interest in sales, client acquisition, and financial services.
• Excellent communication and interpersonal skills to engage clients.

Responsibilities

• Generate new prospect contacts through referrals, networking events, and personal outreach.
• Conduct meetings and presentations to prospective clients, communicating the value of financial strategies.
• Establish and nurture relationships with prospects and clients to understand goals and offer solutions.
• Actively seek and develop new leads through various channels and persistent follow-up.
• Guide new clients through onboarding to ensure a smooth start.
• Collaborate with planning and portfolio teams to align solutions with client objectives.

Skills

Sales aptitude

Communication

Relationship-building

Networking

Time management

Prospecting

Education

Bachelor’s degree in Business/Finance

Job description

49 Financial is seeking motivated college graduates for Financial Advisor roles focused on client acquisition and long-term service. You will build your book of business through networking, referrals, and relationship-building as part of a team-based financial planning practice.

The position emphasizes business development over technical analysis, with compensation tied to client onboarding and retention. Strong sales aptitude and communication skills are essential for success.