Sales Advisor

A rapidly growing wealth management firm is seeking a Sales Advisor to join its team in Orem, Utah. The firm focuses on helping individuals and families plan for retirement and long-term financial security through a comprehensive advisory approach that integrates investment management, financial planning, and personalized client service. With a collaborative team structure and a strong pipeline of qualified prospects, the firm is committed to providing advisors with the resources and internal support needed to deliver a high-quality client experience.

The Sales Advisor will play a key role in converting qualified prospects into long-term clients while building trusted relationships through a consultative advisory approach. This individual will work closely with internal planning and service teams to ensure a seamless onboarding experience and ongoing support for new clients. This role is ideal for a motivated professional who thrives in a relationship-driven sales environment and is passionate about helping individuals and families make confident financial decisions as they plan for retirement and long-term financial independence.

• Engage with qualified prospects and guide them through the firm’s consultative advisory process
• Convert prospective clients into long-term relationships through thoughtful discovery and needs-based solutions
• Clearly communicate the firm’s planning philosophy, investment approach, and client service model
• Collaborate with internal financial planning and client service teams to deliver a seamless client onboarding experience
• Maintain strong client relationships through consistent communication and follow-up
• Track and manage prospect activity and client engagement through CRM systems
• Participate in team meetings and contribute to the firm’s ongoing growth initiatives
• Uphold the highest standards of professionalism, ethics, and client service

• Previous experience in financial advisory, relationship management, or consultative sales within financial services
• Strong ability to build trust and develop meaningful client relationships
• Excellent communication and presentation skills
• Self-motivated with a results-oriented mindset
  
  Ability to thrive in a collaborative, team-based environment
• Strong organizational skills and attention to detail
• Passion for helping clients pursue long-term financial stability and retirement success

This position offers the opportunity to join a fast-growing wealth management firm where advisors can focus on building relationships and helping clients while leveraging the support of experienced planning and service professionals. The firm provides a collaborative culture, strong lead flow, and the opportunity to make a meaningful impact in clients’ financial lives.