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Growth-Focused Financial Advisor & Client Partner

Masis Professional Group, Pleasant Grove, UT, United States


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. #J-18808-Ljbffr