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Wealth Advisory Sales Specialist On-Site Clearfield, UT
Job in
Clearfield, Davis County, Utah, 84016, USA
Listed on 2026-08-22
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-08-22
Job specializations:
-
Sales
Financial Sales
Job Description & How to Apply Below
Masis Professional Group in Clearfield, Utah is seeking a licensed Sales Advisor to join its growing wealth management team. You will meet with prospective clients, lead discovery conversations, and explain financial planning and investment concepts.
This on-site role emphasizes relationship-building with warm leads and consultative selling. You will document client conversations, follow up diligently, and guide prospects through the initial steps of establishing advisory relationships.
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