Financial Advisor

Masis Professional Group; Pleasant Grove (UT); On-site; USD 60,000 - 80,000; Full time

Job summary

A financial advisory firm in Pleasant Grove is seeking a motivated Sales Advisor to drive new client acquisition. This role is perfect for a relationship-focused professional who excels in consultative conversations. Key responsibilities include conducting discovery meetings, presenting tailored financial strategies, and managing a robust sales pipeline. Candidates should have a minimum of 3 years in financial advisory or consultative sales, along with appropriate securities licensing. A strong goal-oriented mindset is essential.

Qualifications

• 3+ years in financial advisory, wealth management, or consultative sales.
• Appropriate securities licensing (Series 65 or 7 & 66 preferred).

Responsibilities

• Conduct discovery meetings to convert prospects into clients.
• Present tailored financial strategies and manage a sales pipeline.
• Build referral relationships and community presence.

Skills

Relationship building

Consultative selling

Goal-oriented mindset

Job description

We are seeking a motivated Sales Advisor to drive new client acquisition and serve as a trusted financial partner to prospective clients. This role is ideal for a relationship-focused professional who excels in consultative conversations and thrives in a goal-oriented, growth-focused environment.

Key Responsibilities

• Conduct discovery meetings and convert qualified prospects into advisory clients
• Present tailored financial planning and investment strategies
• Maintain and manage a robust sales pipeline
• Build referral relationships and community presence
• Collaborate with internal planning and operations teams to ensure seamless onboarding
• Participate in educational seminars and client engagement events

Qualifications

• 3+ years in financial advisory, wealth management, or consultative sales
• Appropriate securities licensing (Series 65 or 7 & 66 preferred)