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Focused Financial Advisor & Client Partner
Job in
Pleasant Grove, Utah County, Utah, 84062, USA
Listed on 2026-03-05
Listing for:
Masis Professional Group
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant -
Sales
Financial Sales
Job Description & How to Apply Below
A financial advisory firm in Pleasant Grove is seeking a motivated Sales Advisor to drive new client acquisition. This role is perfect for a relationship-focused professional who excels in consultative conversations. Key responsibilities include conducting discovery meetings, presenting tailored financial strategies, and managing a robust sales pipeline. Candidates should have a minimum of 3 years in financial advisory or consultative sales, along with appropriate securities licensing.
A strong goal-oriented mindset is essential.
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