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AlongsidePosted 3 weeks ago

Financial Advisor - Arkansas (67421)

On-siteRogers, Arkansas, United States

Full TimeEntry Level

Job Summary

Generate new prospect contacts through networking, referrals, and warm prospecting to build a robust pipeline. Conduct sales presentations with prospective clients to communicate financial strategies and guide them through the onboarding process. Establish strong relationships by understanding client goals and collaborating with portfolio management teams to align solutions with objectives. Actively seek new leads via community involvement and industry events while maintaining a pipeline of potential business opportunities. This entry-level role focuses on client acquisition and relationship building within a team-based model, offering mentorship for college graduates. Compensation is performance-based, tied directly to client acquisition and retention.

Required Qualifications

  • 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
  • Strong desire to educate and guide people through finances
  • Comfort 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
  • Must be able to lift up to 20 pounds
  • Must be available for 10% travel

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