Financial Advisor - Austin - Unbranded (67425)
On-siteAustin, Texas, United States
Job Summary
Generate new prospect contacts through networking, referrals, and warm prospecting to build a robust pipeline of potential clients. Conduct sales presentations with prospective clients, clearly communicating the value of financial strategies to bring on new business. Establish and nurture strong relationships by understanding client goals and guiding them through the onboarding process. Actively seek out new leads via personal networking, industry events, and community presentations while collaborating with portfolio management teams to align solutions with objectives. This performance-based role requires strong sales aptitude and a desire for client-facing work, with compensation directly tied to 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
- Travel Expectations: 10%
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