Jobs at 49 Financial

Build and grow a client base through prospecting, networking, referrals, presentations, relationship management, lead generation, and client onboarding. The role emphasizes business development and client acquisition rather than financial analysis or investment research. Advisors collaborate with financial planning and portfolio management teams, learn financial concepts and regulations, and earn performance-based compensation tied to client acquisition and retention.

Acquire and onboard new financial planning clients through networking, referrals, prospecting, presentations, social media, and community involvement. Build and manage a pipeline, develop long-term client relationships, guide onboarding, and collaborate with financial planning and portfolio management teams. The role emphasizes sales, business development, client service, persistence, and performance-based results rather than financial analysis or investment research.

Financial Advisor focused on client acquisition, business development, networking, sales presentations, lead generation, relationship management, and client onboarding. The role emphasizes prospecting through personal and professional networks, presenting financial planning solutions, maintaining a client pipeline, and collaborating with planning and portfolio management teams. Compensation is performance-based and tied to client acquisition and retention. The position is in-office in Charlotte with approximately 10% travel.

Build and grow a client base through prospecting, networking, referrals, presentations, relationship management, and client onboarding. Financial Advisors educate prospective clients about financial planning solutions, develop business opportunities, maintain a prospect pipeline, and collaborate with planning and portfolio management teams. The role emphasizes sales, client acquisition, persistence, communication, and performance-based results rather than financial analysis or investment research.

Build and grow a client base through prospecting, networking, referrals, presentations, relationship management, lead generation, and client onboarding. The role emphasizes business development and performance-based sales rather than financial analysis or investment research. Advisors collaborate with financial planning and portfolio management teams, develop knowledge of financial services, and provide solutions aligned with client objectives.

Build and grow a client base through prospecting, networking, referrals, presentations, relationship management, and client onboarding. Financial Advisors develop business opportunities, communicate financial planning solutions, nurture prospects and clients, and collaborate with planning and portfolio management teams. The role emphasizes sales, client acquisition, persistence, and relationship building rather than financial analysis or investment research. Compensation is performance-based and tied to client acquisition and retention.

Acquire and onboard new financial planning clients through networking, referrals, social media, community involvement, presentations, and persistent follow-up. Build and manage a prospect pipeline, develop client relationships, communicate financial solutions, and collaborate with planning and portfolio management teams. Compensation is performance-based and focused on client acquisition and retention rather than financial analysis or investment research.

Build and grow a client base through prospecting, networking, referrals, presentations, relationship management, lead generation, and client onboarding. The role emphasizes business development and client acquisition rather than financial analysis or investment research. Advisors collaborate with financial planning and portfolio management teams, educate clients on financial solutions, and work under performance-based compensation tied to acquisition and retention.

Build and grow a client base through prospecting, networking, referrals, presentations, relationship management, and client onboarding. Financial Advisors provide financial planning solutions, develop leads, meet sales goals, and collaborate with planning and portfolio management teams. The role emphasizes business development and client acquisition rather than investment research or portfolio analysis. Compensation is performance-based and tied to client acquisition and retention.

Build and grow a client base through prospecting, networking, referrals, presentations, relationship management, and client onboarding. Financial Advisors educate prospective clients about financial planning solutions, develop business opportunities, and collaborate with planning and portfolio management teams. The role emphasizes sales, client acquisition, persistence, communication, and performance-based results rather than financial analysis or investment research.

Supports corporate development and strategy through financial modeling, valuation, market research, diligence, partnership and acquisition analysis, capital initiatives, and executive materials. Manages concurrent project workstreams, coordinates internal and external stakeholders, and helps implement approved initiatives. Builds financial models, forecasts, presentations, memos, templates, and AI-enabled workflows while providing clear recommendations to senior leadership.

Acquire and onboard new financial planning clients through networking, referrals, social media outreach, presentations, and relationship building. Maintain a prospect pipeline, conduct sales meetings, guide client onboarding, and collaborate with financial planning and portfolio management teams. The role emphasizes business development and client acquisition over financial analysis, portfolio construction, or investment research, with performance-based compensation tied to client acquisition and retention.

Supports marketing execution across social media, webinars, podcasts, events, internal communications, merchandise operations, and marketing reporting. Responsibilities include creating and scheduling content, maintaining calendars, coordinating creative assets, managing Zoom events, tracking engagement, overseeing merch inventory and vendors, organizing marketing data, supporting communications, and coordinating headshots. The role requires strong organization, attention to detail, communication skills, and familiarity with marketing platforms and creative tools.

Acquire and onboard new financial-planning clients through networking, referrals, prospecting, presentations, social media, and community outreach. Build and manage a prospect pipeline, develop client relationships, explain financial solutions, coordinate onboarding, and collaborate with planning and portfolio teams. Compensation is performance-based and centered on client acquisition and retention.