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Driven Financial Advisor & Client Partner

Job in Layton, Davis County, Utah, 84041, USA
Listing for: Masis Professional Group
Full Time position
Listed on 2026-07-29
Job specializations:
  • Finance & Banking
    Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Growth-Driven Financial Advisor & Client Partner

Masis Professional Group is seeking a motivated Sales Advisor to drive new client acquisition and serve as a trusted financial partner to prospective clients. This role emphasizes relationship-building, consultative conversations, and achieving growth within a goal-oriented environment.

Ideal candidates have 3+ years in financial advisory or wealth management, with securities licensing preferred (Series 65 or 7 & 66).

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