Financial Advisor - Jacksonville (67430)
On-siteJacksonville, Florida, United States or Jacksonville Beach, Florida, United States
Job Summary
Generate new prospect contacts through networking, referrals, and warm prospecting to build a robust pipeline. Conduct sales presentations with prospective clients, clearly communicating financial strategies to bring on new business. Establish strong relationships with prospects and clients by understanding their goals and offering tailored solutions. Guide new clients through the onboarding process while collaborating with financial planning and portfolio management teams to align solutions with objectives. Actively seek new leads through community presentations and persistent follow-up. This entry-level role focuses on business development and client acquisition rather than financial analysis, ideal for motivated graduates seeking a client-facing career path.
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
- Strong sales aptitude
- Leadership experience
- a desire to be in a client-facing role
- Strong interest in sales, client acquisition, and financial services
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