Entry-Level Financial Advisor: Learn, License, Grow

Vista Wealth Solutions; Radnor (Delaware County); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Disability Coverage

Job summary

Vista Wealth Solutions is seeking motivated individuals to start a career as Financial Advisors. You will learn to guide clients in making informed financial decisions, with hands-on training, mentoring, and a structured path to obtaining industry licenses.

No prior financial services experience is required—we value drive, curiosity, and the ability to learn quickly. You'll join a collaborative team and have access to professional development resources, with licensing support and a clear path to

Qualifications

• Bachelor's degree completed or in progress; all majors encouraged to apply.
• Recent graduates and early-career professionals are welcome.
• US citizenship or permanent residency required to qualify for licensing and registrations.

Responsibilities

• Build professional relationships through networking and community involvement.
• Learn to conduct client conversations to understand financial goals and needs.
• Assist in developing financial strategies including investments, insurance, and retirement planning.
• Present recommendations tailored to each client's situation.
• Deliver outstanding client service and help cultivate long-term trusted relationships.
• Continuously grow your financial knowledge, business skills, and professional network.

Skills

Motivated

Coachable

Strong communicators

Purpose-driven

Adaptable

Initiative-taking

Education

Bachelor's degree

Job description

Vista Wealth Solutions is seeking motivated individuals to start a career as Financial Advisors. You will learn to guide clients in making informed financial decisions, with hands-on training, mentoring, and a structured path to obtaining industry licenses.

No prior financial services experience is required—we value drive, curiosity, and the ability to learn quickly. You'll join a collaborative team and have access to professional development resources, with licensing support and a clear path to