49 Financial · 3 days ago
Financial Advisor
Columbus, Ohio Metropolitan Area
Full-time
Onsite
New Grad, Entry Level49 Financial is a comprehensive financial planning firm passionate about developing the next generation of leaders in the financial services industry. They are seeking motivated and ambitious college graduates to join their team as Financial Advisors, focusing on client acquisition and relationship building.
Financial Services
Responsibilities
Client Acquisition: Identify and pursue new business opportunities through networking, referrals, and personal market development. Build and maintain a robust pipeline of potential clients
Sales Presentations: Conduct meetings and presentations to prospective clients, clearly communicating the value of our financial strategies and services
Relationship Building: Establish and nurture strong relationships with clients, understanding their financial goals and offering solutions that meet their needs
Client Onboarding: Guide new clients through the onboarding process, ensuring a smooth and positive experience from the first interaction
Collaborative Teamwork: Work closely with our financial planning and portfolio management teams to ensure that the solutions offered align with clients’ financial objectives
Knowledge Growth: 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, 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
Strong desire to educate and guide people through finances
Eagerness to learn and grow in a fast-paced environment
Strong organizational skills and attention to detail
Proficiency in Microsoft Office Suite
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