Financial Advisor

Masis Professional Group; Utah; On-site; USD 60,000 - 90,000; 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 achieving growth within a goal-oriented environment.

Ideal candidates have 3+ years in financial advisory or wealth management, with securities licensing preferred (Series 65 or 7 & 66).

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 onboarding.
• Participate in educational seminars and client engagement events.

Skills

Financial advisory

Consultative sales

Prospecting

Education

Licensing: Series 65 or Series 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)