Wealth Planning Sales Advisor

Masis Professional Group; Orem (UT); On-site; USD 50,000 - 70,000; Full time

Job summary

A growing wealth management firm in Orem, Utah, is seeking a Sales Advisor to enhance client relationships and convert prospects into long-term clients. The role emphasizes a consultative approach, requiring strong communication and relationship management skills. Advisors will benefit from a supportive team environment, ensuring a seamless onboarding process for new clients. This position offers a unique opportunity to impact clients’ financial futures positively, backed by a dedicated planning team. Ideal candidates are self-motivated with a passion for financial advisory.

Qualifications

• Previous experience in financial advisory, relationship management, or consultative sales.
• Strong ability to build trust and develop meaningful client relationships.
• Excellent communication and presentation skills.

Responsibilities

• Engage with qualified prospects and guide them through the firm’s consultative advisory process.
• Convert prospective clients into long-term relationships through thoughtful discovery.
• Collaborate with internal financial planning and client service teams.

Skills

Relationship management

Communication skills

Consultative sales

Organizational skills

Job description

A growing wealth management firm in Orem, Utah, is seeking a Sales Advisor to enhance client relationships and convert prospects into long-term clients. The role emphasizes a consultative approach, requiring strong communication and relationship management skills. Advisors will benefit from a supportive team environment, ensuring a seamless onboarding process for new clients. This position offers a unique opportunity to impact clients’ financial futures positively, backed by a dedicated planning team. Ideal candidates are self-motivated with a passion for financial advisory.