Sales Advisor

Talent Acquisition Specialist at Masis Staffing (Fanning Personnel)

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.

$55,000.00/yr - $70,000.00/yr

Annual Bonus and Commission

• 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.

• 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.

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

Not Applicable

Full-time

Finance, Sales, and Business Development

• Medical insurance
• Vision insurance
• 401(k)