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Sales Advisor

Job in Clearfield, Davis County, Utah, 84016, USA
Listing for: Masis Professional Group
Full Time position
Listed on 2026-01-01
Job specializations:
  • Sales
    Business Development, Sales Development Rep/SDR
Salary/Wage Range or Industry Benchmark: 55000 - 70000 USD Yearly USD 55000.00 70000.00 YEAR
Job Description & How to Apply Below

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.

Base pay range

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

Additional compensation types

Annual Bonus and Commission

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.
Seniority level

Not Applicable

Employment type

Full-time

Job function

Finance, Sales, and Business Development

Benefits
  • Medical insurance
  • Vision insurance
  • 401(k)
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