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Senior Financial Advisor
Job summary
A leading wealth management firm is seeking a Senior Financial Advisor to empower clients and build lasting financial security. With a strong support system, this role offers competitive compensation and comprehensive benefits including medical, dental, and retirement plans. Ideal candidates will have over 3 years of experience, relevant licenses, and a commitment to ethical advice. Hybrid options are available across multiple locations.
Benefits
Qualifications
- 3+ years of experience as a financial advisor, wealth manager, or related role.
- Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or willingness to obtain).
- Commitment to ethical, client-centered advice.
Responsibilities
- Own the results by seeking solutions instead of making excuses.
- Aim for excellence, even when it pushes us beyond our comfort zones.
- Consider all feedback as a valuable opportunity for growth.
Skills
Senior Financial Advisor at Vista Wealth Solutions
You understand the deep satisfaction that comes from empowering individuals to identify their goals, protect what matters most, and build lasting financial security. Your dedication has a meaningful impact, improving lives today and shaping brighter futures.
Advance Your Career
You’re ready to elevate your practice with a growth-focused, innovative team. At Vista Wealth Solutions, you have the support to grow your career your way, benefiting from a partner who shares your commitment to excellence and forward-thinking solutions.
What We Offer
- Competitive Compensation:Performance-based pay, vested residual income, allowances, bonuses, and top producer incentives.
- Comprehensive Benefits:Medical, dental, vision, disability, life insurance, adoption assistance, and a 401(k) with company contributions.
- Support & Resources:Access to a full suite of specialists and consultants to help you serve clients and grow your practice.
- Independence & Flexibility:Run your business your way with the backing of a financially strong, client-focused company.
- Recognition & Growth:Career development opportunities, recognition programs, and leadership pathways.
Ready to accelerate your career? Apply today and discover how we can help you reach your professional goals.
Location:Multiple locations/hybrid options available.
Responsibilities
Our Culture and Our Team are Remarkable
We’re looking for seasoned Financial Advisors who show a strong dedication to their communities and align with our core values.
- Accountability: Own the results by seeking solutions instead of making excuses.
- Ambition: Aim for excellence, even when it pushes us beyond our comfort zones.
- Coachability: Consider all feedback as a valuable opportunity for growth.
- 3+ years of experience as a 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 analytical skills.
- Commitment to ethical, client-centered advice.
$60,000+ at plan commission
About Vista Wealth Solutions
Pivotal life events often happen unexpectedly. We take great pride in having helped our neighbors, friends, families, and business owners make sound decisions about being financially prepared for the unforeseen. We prioritize the needs of clients and firmly believe that conducting business ethically fosters long-lasting relationships with the communities we serve.
Since 1886, Vista Wealth Solutions has been guided by a tradition of excellence rooted in the core principles of our creed. Our vision is to be the most trusted and respected insurance and wealth management firm for clients, partners, associates, and the community. Our mission is to create extraordinary opportunities so that dreams can become realities because what matters most to you matters most to us.
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.