Financial Planner

Vista Wealth Solutions • New Castle, PA

9d

About The Position

At Vista Wealth Solutions, we’re excited to welcome a few passionate individuals to join our team! Here, you’ll have full ownership of your clients and data. We’re all about helping you build, manage, and market your own brand with the support of our amazing team! Our award-winning practice management technology and training will set you up for success. You can create recurring revenue from various sources through a flexible, non-captive contract, giving you access to a wide range of companies and products. Plus, there are opportunities to join established teams that match your skills and background!

Requirements

• Entrepreneurial spirit
• Strive to be better than your peers
• Passionate about helping and educating others
• Willing to work hard now for long-term success

Responsibilities

• Build, manage, and market your own brand.
• Create recurring revenue from various sources.
• Collaborate with the in-house Financial Planning Department and Business Valuation experts.
• Pursue licensing requirements.
• Utilize practice management technology and training.

Benefits

• Highly competitive, performance-based compensation
• Full benefits package
• Personalized, comprehensive training and ongoing support
• Access to in-house specialists and training on topics like Fee-Based Wealth Management, Estate Planning, Business Planning, and High Net Worth Strategies
• Opportunities for advancement and management roles
• Work-life balance
• Support that is unparalleled in the industry
• Sponsorship for licensing requirements

What This Job Offers

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