O'Rourke - Horsham, PA
About The Position
Vista Wealth Solutions is hiring Financial Planners / Wealth Managers to build, manage, and market their own brands with support from the company’s team. The role offers full ownership of clients and data, a flexible, non-captive contract, and the ability to develop recurring revenue from various sources while accessing a wide range of companies and products. Opportunities may also be available to join established teams suited to a candidate’s skills and background. The company provides practice-management technology, personalized training, ongoing support, in-house specialists, and collaboration with its Financial Planning Department and Business Valuation experts. Vista Wealth Solutions will sponsor candidates’ pursuit of licensing requirements and offers a training curriculum intended to provide the skills and tools needed for success. Advancement and management opportunities are available.
Requirements
- An entrepreneurial spirit.
- A drive to improve and perform better than peers.
- Passion for helping and educating others.
- Willingness to work hard for long-term success.
- Pursuit of applicable licensing requirements; Vista Wealth Solutions offers sponsorship.
Responsibilities
- Build, manage, and market a personal brand.
- Develop and manage a client base while retaining ownership of clients and data.
- Help and educate clients.
- Build recurring revenue from various sources.
Benefits
- Highly competitive, performance-based compensation.
- A complete benefits package.
- Personalized, comprehensive training and ongoing support.
- Access to in-house specialists and training in fee-based wealth management, estate planning, business planning, and high-net-worth strategies.
- Collaboration with an in-house Financial Planning Department and Business Valuation experts.
- Advancement and management opportunities.
- A work-life balance described as better than many financial careers.
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What This Job Offers
Education Level
No Education Listed
