49 Financial · 4 months ago
Financial Professional
Austin, TX
Full-time
Onsite
New Grad, Entry Level49 Financial is a comprehensive financial planning firm dedicated to developing the next generation of leaders in the financial services industry. They are seeking motivated college graduates to join their team as Financial Advisors, focusing on client acquisition and long-term service through networking and relationship building.
Financial Services
Hiring Manager
Dean Dillenberg
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
Qualification
Required
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
Competitive drive and entrepreneurial mindset
Strong desire to educate and guide people through finances
Comfortable 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
Preferred
Previous sales experience preferred or demonstrated success in business development/customer acquisition
Company
49 Financial
49 Financial strives to serve people by taking a holistic approach when looking at their financial situation.
Founded in 2019
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Keith Andel
Chief Financial Officer
Hunter Lloyd
Founding Partner
Company data provided by crunchbase