Financial Advisor

Vista Wealth Solutions; Allentown (Lehigh County); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Vista Wealth Solutions in Allentown, PA, seeks a full-time Financial Advisor to work in a hybrid model with some work-from-home flexibility. You will meet with clients to understand goals, assess finances, and design tailored retirement and wealth strategies.

Responsibilities include preparing financial plans, reviewing investment options, explaining complex concepts clearly, and maintaining accurate client records while delivering ongoing service and strategic guidance in collaboration with

Qualifications

• Demonstrated expertise in Financial Planning and Retirement Planning.
• Strong foundation in Finance and Financial Services, including understanding of investment products, risk management, and regulatory requirements.
• Excellent Communication skills, with the ability to explain financial concepts clearly and build trust with individuals, families, and business owners.
• High ethical standards, attention to detail, and strong analytical and problem-solving abilities.
• Ability to work effectively in a hybrid environment, managing time between client-facing office work in Allentown, PA and remote tasks.
• Bachelor’s degree in finance, economics, business, or a related field is preferred; relevant certifications (e.g., CFP®, ChFC®, or progress toward these) are a plus.
• Prior experience in financial advisory, planning, or related client-facing financial roles is beneficial.

Responsibilities

• Meet with clients to understand their financial goals, assess their current financial situation, and develop tailored strategies for retirement planning and wealth accumulation.
• Prepare financial plans and review investment options.
• Explain complex financial concepts in accessible terms and maintain accurate client records.
• Provide ongoing client service, monitor plan performance, and adjust strategies as needed.
• Collaborate with internal partners and compliance resources to ensure client objectives are met.

Skills

Financial Planning

Retirement Planning

Finance & Financial Services

Investment products

Regulatory requirements

Excellent communication

Ethics & attention to detail

Hybrid work experience

Education

Bachelor’s degree in finance/economics/business

CFP®, ChFC® or progress toward these

Job description

Company Description Vista Wealth Solutions helps clients pursue more of the life they want by offering transparent guidance, educational insights, and customized wealth strategies aligned with individual goals. With a network of more than 25 offices serving over 100,000 clients nationwide, the firm supports individuals, families, and business owners across the United States. Team members work within a collaborative environment that emphasizes client-centered service and long-term relationships.

Role Description This full-time hybrid role for a Financial Advisor is based in Allentown, PA, with some flexibility for work from home. The professional in this role will meet with clients to understand their financial goals, assess their current financial situation, and develop tailored strategies for retirement planning, wealth accumulation, and risk management. Day-to-day responsibilities include preparing financial plans, reviewing investment options, explaining complex financial concepts in accessible terms, and maintaining accurate client records. The role also involves ongoing client service, monitoring plan performance, and adjusting strategies in response to changing needs or market conditions. Networking, relationship building, and collaboration with internal partners and compliance resources are integral to success in this position.

Qualifications

• Demonstrated expertise in Financial Planning and Retirement Planning, with the ability to build customized, goal-based plans for diverse clients.
• Strong foundation in Finance and Financial Services, including understanding of investment products, risk management, and regulatory requirements.
• Excellent Communication skills, with the ability to explain financial concepts clearly and build trust with individuals, families, and business owners.
• High ethical standards, attention to detail, and strong analytical and problem-solving abilities.
• Ability to work effectively in a hybrid environment, managing time between client-facing office work in Allentown, PA and remote tasks.
• Bachelor’s degree in finance, economics, business, or a related field is preferred; relevant certifications (e.g., CFP®, ChFC®, or progress toward these) are a plus.
• Prior experience in financial advisory, planning, or related client-facing financial roles is beneficial.