Financial Advisor
Masis Professional Group
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 Qualifications 3+ years in financial advisory, wealth management, or consultative sales Appropriate securities licensing (Series 65 or 7 & 66 preferred) #J-18808-Ljbffr
Vacancy posted 1 day ago
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