Financial Consultant

Vista Wealth Solutions • Allentown, PA

73d

About The Position

Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!

Requirements

• 2+ years of experience as a banking advisor, financial advisor, wealth manager, or related role.
• Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or willingness to obtain).
• Strong relationship-building, communication, and business skills.
• Commitment to ethical, client-centered advice.

Nice To Haves

• Professionals seeking a career transition into financial services are encouraged to apply; transferable skills such as relationship building and business development are highly valued.

Responsibilities

• Build and grow a personal client base through networking, referrals, and community engagement.
• Develop comprehensive financial plans tailored to each client's goals, including investments, insurance, retirement, and wealth strategies.
• Provide ongoing guidance and service to clients, ensuring long-term relationships and trust.
• Leverage a broad range of financial solutions within an open architecture platform to deliver customized recommendations.
• Drive business development through proactive outreach, centers of influence, and strategic partnerships.
• Maintain a high level of professionalism, ethics, and compliance in all client interactions.
• Collaborate with internal specialists, leadership, and support teams to enhance client outcomes.

What This Job Offers

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