Financial Advisor - Austin - Unbranded (67425)

49 Financial•West Lake Hills, TX

1d•Onsite

About The Position

We are seeking motivated and ambitious college graduates to join our team as Financial Advisors with a primary focus on client acquisition and long-term service. In this role, you will build your team-based book of business by actively prospecting, identifying, attracting, and onboarding new clients through networking, referrals, and relationship building as a part of our financial planning team. You will be the face of 49 Financial, growing your client base and delivering compelling financial solutions. This role focuses on business development and client acquisition rather than financial analysis, portfolio construction, or investment research. Ideal candidates are relationship builders and natural networkers rather than those seeking primarily analytical work. Candidates should possess strong sales aptitude, communication and social skills, leadership experience and a desire to be in a client-facing role. Compensation is directly tied to client acquisition and retention; early success comes primarily from prospecting within your personal and professional networks. This is a performance-based compensation role with no cap on earnings. Success is tied directly to your ability to acquire and serve clients.

Requirements

Bachelor’s degree in Business, Finance, Marketing, Communications, Sales or a related field
Strong interest in sales, client acquisition, and financial services
Excellent communication and interpersonal skills
A proactive and self-motivated approach to business development and prospecting
Strong desire to educate and guide people through finances
Comfort with performance-based compensation and meeting sales targets
Comfort with rejection and persistence in follow-up
Eagerness to learn and grow in a fast-paced sales environment
Track record of meeting or exceeding goals/targets
Strong organizational skills and attention to detail
Proficiency in Microsoft Office Suite

Responsibilities

Generate new prospect contacts through existing relationships, referrals, networking events, social media outreach, community involvement, and warm prospecting.
Identify and pursue new business opportunities through networking, referrals, and personal market development.
Build and maintain a robust pipeline of potential clients.
Conduct meetings and presentations to prospective clients, clearly communicating the value of our financial strategies and services with the goal of bringing on new clients.
Establish and nurture strong relationships with prospects and clients, understanding their financial goals and offering solutions that meet their needs.
Actively seek out and develop new leads through various channels, personal networking, industry events, community presentations, and persistent follow-up.
Guide new clients through the onboarding process, ensuring a smooth and positive experience from the first interaction.
Work closely with our financial planning and portfolio management teams to ensure that the solutions offered align with clients’ financial objectives.
Build understanding of financial concepts and offerings financial planning frameworks, and financial markets, tax planning, and regulatory guidelines.

Benefits

Medical – 3 levels of coverage to choose from with employer contribution
Dental – 2 levels of coverage to choose from
Vision
401k plan and match
Basic Life/AD&D coverage for all full-time employees at no cost (with options to purchase additional coverage)
Short-Term Disability coverage for all full-time employees at no cost
Long-Term Disability coverage
HSA contribution match
FSA/Dependent Care
Unlimited PTO