Financial Advisor - Los Angeles (67432)
$24,000–$48,000 year
On-siteLos Angeles, California, United States or El Segundo, California, 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 to communicate financial strategy value and bring on new business. Establish strong relationships by understanding client goals and guiding them through the onboarding process. Collaborate with financial planning and portfolio management teams to ensure solutions align with objectives. Actively seek new leads via industry events and community presentations while maintaining a pipeline of potential clients. This entry-level role focuses on business development and client acquisition rather than financial analysis, with compensation directly tied 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
- Travel Expectations: 10%
Desired Qualifications
- Strong sales aptitude
- Leadership experience
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