Financial Advisor - Minneapolis (67433)
$24,000–$48,000 year
On-siteMinneapolis, Minnesota, 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 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. Lead generation involves active outreach via social media, community events, and persistent follow-up to attract new business. This entry-level role focuses on client acquisition rather than financial analysis, requiring a proactive approach to sales and relationship building. Compensation is performance-based, tied directly to client acquisition and retention with no cap on earnings.
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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