Teams 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.