More jobs:
Financial Advisor
Job in
Pleasant Grove, Utah County, Utah, 84062, USA
Listed on 2026-07-01
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-07-01
Job specializations:
-
Sales
Financial Sales
Job Description & How to Apply Below
We are seeking a motivated Sales Advisor to drive new client acquisition and serve as a trusted financial partner to prospective clients. This role is ideal for a relationship-focused professional who excels in consultative conversations and thrives in a goal-oriented, growth-focused environment.
Key Responsibilities- Conduct discovery meetings and convert qualified prospects into advisory clients
- Present tailored financial planning and investment strategies
- Maintain and manage a robust sales pipeline
- Build referral relationships and community presence
- Collaborate with internal planning and operations teams to ensure seamless onboarding
- Participate in educational seminars and client engagement events
- 3+ years in financial advisory, wealth management, or consultative sales
- Appropriate securities licensing (Series 65 or 7 & 66 preferred)
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×