Financial Advisor

Masis Professional Group; Utah; On-site; USD 52,000 - 82,000; Full time

Job summary

Masis Professional Group is seeking a motivated Sales Advisor to drive new client acquisition and serve as a trusted financial partner to prospective clients. This role emphasizes relationship-building, consultative conversations, and a goal-oriented growth mindset.

The Sales Advisor will conduct discovery meetings, present tailored financial planning and investment strategies, and collaborate with internal teams to ensure seamless onboarding and ongoing client engagement.

Qualifications

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

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.

Skills

Consultative sales

Financial advisory

Education

Securities licensing (Series 65 or 7 & 66)

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)