Financial Advisor - Charlotte (67427)
On-siteCharlotte, North Carolina, United States
Job Summary
Generate new prospect contacts through networking, referrals, social media outreach, and warm prospecting to build a robust pipeline. Conduct sales presentations with prospective clients, clearly communicating the value of financial strategies to bring on new business. Establish and nurture relationships with prospects and clients by understanding their financial goals and guiding them through the onboarding process. Collaborate closely with financial planning and portfolio management teams to ensure solutions align with client objectives while building a team-based book of business. This role focuses on business development and client acquisition rather than financial analysis.
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%
Desired Qualifications
- Leadership experience
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