Growth-Oriented Financial Advisor - Client Acquisition

49-Financial; El Segundo (CA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401k plan and 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 personal market development, becoming the face of the firm in building a client base and delivering financial solutions.

The role emphasizes relationship-building over heavy analytical work, with compensation tied to performance and no cap on earnings.

Qualifications

• Bachelor’s degree required in a related field.
• Strong interest in sales, client acquisition and financial services.
• Excellent communication and interpersonal skills.
• Proactive, self-motivated with persistence in follow-up.

Responsibilities

• Generate new prospect contacts through networking, referrals, events, and outreach.
• Conduct meetings and presentations to prospective clients to convey value of financial strategies.
• Build and nurture relationships to understand goals and offer suitable solutions.
• Guide new clients through onboarding for a smooth start.
• Collaborate with planning and portfolio teams to align solutions with client objectives.
• Develop knowledge of financial concepts, planning frameworks, markets, taxation and regulatory guidelines.

Skills

Sales aptitude

Communication skills

Relationship building

Leadership experience

Education

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

Tools

Microsoft Office Suite

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 personal market development, becoming the face of the firm in building a client base and delivering financial solutions.

The role emphasizes relationship-building over heavy analytical work, with compensation tied to performance and no cap on earnings.