Growth-Focused Financial Advisor

49-Financial; Overland Park (KS); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) match

Life/AD&D

Short-Term Disability

Long-Term Disability

HSA contribution

FSA/Dependent Care

Unlimited PTO

Job summary

49 Financial invites recent grads to join as Financial Advisors focused on client acquisition and long-term service. You’ll grow a team-based book by networking, referrals, and relationship building, becoming the face of the firm in the Overland Park area.

This role emphasizes sales, mentorship, and helping clients navigate financial solutions as part of our planning team. You’ll receive mentorship, performance-based compensation with no cap, and opportunities to develop leadership skills

Qualifications

• Bachelor’s degree in Business, Finance, Marketing, Communications, Sales, or related field.
• Strong sales aptitude and client acquisition skills.
• Excellent communication and interpersonal abilities.
• Self-motivated with a proactive approach to development.
• Ability to work in a fast-paced, client-facing role.

Responsibilities

• Prospect for new clients through networking, referrals, and events.
• Present and communicate financial strategies and services.
• Build and maintain a pipeline of prospective clients.
• Onboard new clients and coordinate with planning teams.
• Collaborate with portfolio management to align solutions.

Skills

Sales aptitude

Communication skills

Relationship building

Prospecting

Lead generation

Organizational skills

Education

Bachelor’s degree in Business, Finance, Marketing, Communications, Sales or related field

Tools

Microsoft Office

Job description

49 Financial invites recent grads to join as Financial Advisors focused on client acquisition and long-term service. You’ll grow a team-based book by networking, referrals, and relationship building, becoming the face of the firm in the Overland Park area.

This role emphasizes sales, mentorship, and helping clients navigate financial solutions as part of our planning team. You’ll receive mentorship, performance-based compensation with no cap, and opportunities to develop leadership skills