Sales Advisor Job at Masis Professional Group, Clearfield, UT

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  • Masis Professional Group
  • Clearfield, UT

Job Description

Sales Advisor

Location: Clearfield, UT (Full-Time, Onsite)

A growing wealth management firm is seeking a motivated Sales Advisor to join its Clearfield, Utah office. This role is ideal for a licensed professional who enjoys engaging with prospective clients and converting strong inbound interest into lasting advisory relationships. The position is fully onsite and supported by a steady flow of warm, qualified leads, with limited cold outreach required.

Key Responsibilities

  • Meet with prospective clients from inbound inquiries and scheduled appointments.
  • Conduct discovery conversations to understand client needs and objectives.
  • Present financial planning and investment solutions in a clear, consultative manner.
  • Build and maintain long-term client relationships through consistent follow-up.
  • Partner with internal advisors and operations teams to deliver a seamless client experience.
  • Ensure adherence to regulatory and compliance standards.

Qualifications

  • Active Series 65 license required.
  • Prior experience in a financial services sales or advisory role.
  • Strong communication and relationship-building skills.
  • Ability to thrive in a fast-paced, in-office environment.
  • Willingness to work fully onsite in Clearfield, UT.

Why This Role

  • Robust pipeline of warm leads with minimal cold calling.
  • Collaborative team culture with clear growth opportunities.
  • Competitive compensation and comprehensive benefits.

Job Tags

Full time, Work at office,

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