Financial Advisor

Vista Wealth Solutions • Center Valley, PA

8h

About The Position

Vista Wealth Solutions is seeking motivated professionals to join its team as Financial Advisors. The opportunity is suitable for experienced financial professionals seeking to grow their practices and successful professionals considering a career change. The organization provides resources, training, mentorship, and support to help advisors build a career in financial services.

Financial Advisors work directly with individuals, families, and business owners to understand their financial goals and develop strategies to help protect assets, build wealth, and prepare for the future. The role involves developing relationships and a professional network while building and managing an individual financial services practice with long-term growth potential.

Candidates who are not currently licensed will receive guidance and support through the licensing process. Depending on the position and career path, required securities licensing may include the SIE, Series 7, and Series 66, along with applicable insurance licenses. Compensation is not a guaranteed salary and may include commissions, bonuses, incentives, and other compensation based on production, business development, and eligibility for applicable programs and teaming opportunities. Advisors may have potential to earn above the stated range as their practices grow.

Requirements

• Strong interpersonal and relationship-building skills.
• Excellent communication and presentation abilities.
• A strong work ethic and willingness to develop new business.
• Ability to build trust and maintain long-term professional relationships.
• Motivation to establish and grow a financial services practice.
• Commitment to professional development and continued learning.
• High standards of integrity and professionalism.

Nice To Haves

• Experience in financial services, insurance, banking, investments, sales, business development, or relationship management is valuable, but not required for every candidate.
• Existing industry licensing; candidates without licenses will receive guidance and support through the licensing process.

Responsibilities

• Build and develop relationships with individuals, families, business owners, and professionals.
• Meet with clients to understand their financial goals, priorities, and concerns.
• Help clients develop financial strategies based on their individual needs and objectives.
• Provide guidance in financial protection, retirement planning, wealth accumulation, investments, and long-term financial strategies.
• Develop and maintain a network of clients, referrals, and centers of influence.
• Build and manage an individual client base and financial services practice.
• Participate in ongoing training, coaching, mentoring, and professional development.
• Work collaboratively with experienced financial professionals and leadership.
• Maintain appropriate industry licensing and professional standards.

Benefits

• Training and professional development.
• Coaching and mentorship from experienced professionals.
• Licensing guidance and sponsorship for applicable licensing requirements.
• Business development resources and support.
• A collaborative professional environment.
• Opportunities for recognition and incentive programs, including the ability to qualify for company-sponsored trips.
• Resources and organizational support from MassMutual.
• Long-term opportunities for professional and business growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed