Sales Advisor

Sales Advisor – Wealth Management

Location: Clearfield, UT

Schedule: Full-Time | On-Site

Position Overview

A growing wealth management firm is seeking a licensed Sales Advisor to join its Clearfield, Utah office. The firm provides comprehensive financial guidance to individuals and families across investments, retirement planning, income strategies, and long-term financial goals. This position is ideal for a client-focused financial professional who enjoys building relationships, leading consultative conversations, and helping prospective clients understand the value of comprehensive financial planning. The Sales Advisor will work with individuals who have already expressed interest in the firm’s services. With a consistent pipeline of warm, qualified leads, the role emphasizes relationship development and consultative selling rather than heavy cold calling.

Key Responsibilities

• Meet with prospective clients through inbound inquiries and scheduled appointments.
• Lead discovery conversations to understand each prospect’s financial priorities, concerns, and long-term objectives.
• Explain financial planning, retirement, income, and investment concepts in a clear and approachable manner.
• Educate prospective clients on the firm’s services and planning process.
• Guide prospects through the initial stages of establishing a long-term advisory relationship.
• Maintain consistent and professional follow-up throughout the sales process.
• Develop trusted relationships with prospective clients while providing a high level of service.
• Manage a steady volume of client conversations, appointments, and follow-up activities.
• Partner with financial advisors, operations professionals, and internal support teams to create a smooth client experience.
• Maintain accurate documentation of prospect conversations, activity, and next steps.
• Follow all regulatory requirements, compliance procedures, and firm policies.

Qualifications

• Active Series 65 license required.
• Experience in a client-facing, sales-oriented, or business development position within financial services.
• Understanding of financial planning, investments, retirement planning, or wealth management concepts.
• Strong consultative selling and relationship-development skills.
• Excellent interpersonal, verbal, and written communication abilities.
• Ability to explain financial concepts in a clear and relatable manner.
• Comfortable working in a fast-paced, high-volume environment.
• Strong organizational and follow-up skills.
• Client-focused approach with the ability to build trust and rapport.
• Ability to collaborate effectively with advisors, operations, and support teams.
• Willingness and ability to work fully on-site in Clearfield, Utah.

Why Consider This Opportunity?

• Consistent pipeline of warm, qualified prospective clients.
• Minimal cold calling or outbound prospecting.
• Consultative and relationship-focused sales process.
• Collaborative, team-oriented office environment.
• Opportunity to help individuals and families make informed financial decisions.
• Long-term professional growth potential within the organization.
• Competitive compensation and benefits.