Sales-Driven Financial Advisor

49-Financial; Houston (TX); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401k match

Short-Term Disability

Long-Term Disability

HSA match

FSA/Dependent Care

Unlimited PTO

Job summary

49 Financial is actively seeking motivated college graduates to join our team as Financial Advisors, focusing on client acquisition and long-term service. The role emphasizes building a client base through networking, referrals, and in-person or virtual meetings, with compensation tied to performance and a clear path to leadership development.

You will work in a collaborative, team-based environment, partnering with financial planning and portfolio teams to tailor solutions for clients’ needs

Qualifications

• Bachelor’s degree in Business, Finance, Marketing, Communications, or Sales.
• Strong sales aptitude and client-facing skills.
• Excellent communication and interpersonal abilities.
• Self-motivated with prospecting and lead generation experience.

Responsibilities

• Generate new prospect contacts through referrals, networking, and warm outreach.
• Conduct meetings and presentations to prospective clients.
• Build and nurture relationships with prospects and clients.
• Lead generation and pipeline development.
• Guide onboarding of new clients and coordinate with teams.

Skills

Sales

Client acquisition

Relationship building

Prospecting

Communication

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

49 Financial is actively seeking motivated college graduates to join our team as Financial Advisors, focusing on client acquisition and long-term service. The role emphasizes building a client base through networking, referrals, and in-person or virtual meetings, with compensation tied to performance and a clear path to leadership development.

You will work in a collaborative, team-based environment, partnering with financial planning and portfolio teams to tailor solutions for clients’ needs