Financial Services

Vista Wealth Solutions•Allentown, PA

1d•Onsite

About The Position

About Vista Wealth Solutions At Vista Wealth Solutions, we're dedicated to educating and developing financial services professionals who make a real difference in the lives of their clients. We provide the personalized attention, outstanding resources, and coaching framework you need to build a practice grounded in expertise and integrity. When you join us, you're not just starting a job — you're building a career as a respected financial professional known for the quality of advice and the depth of client relationships you cultivate. The Role As a Financial Services Professional, you'll build and grow a client base by delivering personalized financial advice across investments, insurance, and long-term planning. You'll work to understand each client's unique goals and recommend solutions that help them move confidently toward financial security — backed by firm resources, ongoing coaching, and a clear path for professional development.

Requirements

Self-driven and self-motivated — you take initiative and hold yourself accountable
Open to coaching and committed to continuous growth and development
Genuine desire to help others and make a meaningful impact on clients' financial lives
Strong interpersonal and communication skills with a demonstrated track record of success
Quick learner who adapts well to new environments, tools, and situations
Life, Accident & Health license to start
SIE, Series 7, and Series 66 (support provided)
US Citizen or permanent resident
Ability to obtain required licenses and registrations

Responsibilities

Prospect and acquire clients through networking, referrals, and community engagement
Conduct in-depth discovery conversations to understand clients' financial goals, priorities, and risk tolerance
Develop and present personalized financial strategies spanning investments, insurance, and planning
Recommend appropriate financial products and solutions aligned to each client's long-term objectives
Deliver an exceptional, relationship-first client experience at every touchpoint