Financial Services Specialist

20 hours ago

Los Angeles, California, United States 49 Financial Full time
Financial Advisor Role

At 49 Financial, we're dedicated to fostering the next generation of leaders in the financial services industry. Our comprehensive financial planning firm operates across nine offices nationwide, embodying our motto, "Two are Better than One," in every aspect of our work. We thrive in a collaborative, team-based environment that enables our newest advisors to work alongside seasoned professionals, gaining invaluable experience and development. We work closely with our clients, helping them navigate life's expected and unexpected challenges, and offer solutions and strategies that simplify financial complexities, allowing them to focus on what matters most.

As a Financial Advisor at 49 Financial, you'll have the opportunity to showcase your creativity in building your practice and delivering unparalleled care and service to your clients. Through our training, mentorship, and leadership development programs, we accelerate your learning experience, equipping you to create a substantial impact.

Key Responsibilities
  • Client Acquisition: Identify and pursue new business opportunities through networking, referrals, and personal market development, building and maintaining 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.
  • Lead Generation: Actively seek out and develop new leads through various channels, personal networking, industry events, and community involvement.
  • 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: Build understanding of financial concepts and offerings, financial planning frameworks, and financial markets, tax planning, and regulatory guidelines.
Qualifications
  • 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.

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