Growth-Focused Financial Advisor | Client Acquisition

49-Financial; Charlotte (NC); On-site; USD 40,000 - 80,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision insurance

401(k) match

Short-Term Disability

Long-Term Disability

HSA contribution match

Unlimited PTO

Job summary

49 Financial is seeking motivated college graduates to join as Financial Advisors focused on client acquisition and long-term service. You will grow your book through networking, referrals, and relationship building, becoming the face of the firm and delivering practical financial solutions in a client-facing role.

This role emphasizes sales, onboarding, and collaboration with planning teams, with compensation tied to performance.

Qualifications

• Bachelor’s degree in business, finance, marketing, or related field.
• Strong communication and interpersonal skills.
• Proactive and self-motivated approach to business development.
• Comfort with performance-based compensation and targets.

Responsibilities

• Generate new prospect contacts and onboard clients.
• Conduct meetings and presentations to prospective clients.
• Build and maintain a robust client pipeline.
• Collaborate with planning and portfolio teams to align solutions.

Skills

Sales aptitude

Communication

Networking

Leadership experience

Education

Bachelor’s degree in related field

Tools

Microsoft Office

Job description

49 Financial is seeking motivated college graduates to join as Financial Advisors focused on client acquisition and long-term service. You will grow your book through networking, referrals, and relationship building, becoming the face of the firm and delivering practical financial solutions in a client-facing role.

This role emphasizes sales, onboarding, and collaboration with planning teams, with compensation tied to performance.