What are the responsibilities and job description for the Financial Advisor position at Masis Professional Group?
Position Overview
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)
- Life & Health license a plus
- Strong communication and closing skills
- High integrity and client-first mindset