Financial Advisor: Build Your Independent Practice

Vista Wealth Solutions; Moosic (Lackawanna County); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Job summary

Vista Wealth Solutions in the United States is seeking a Financial Advisor to help individuals, families, and business owners craft personalized financial strategies. You'll receive structured training, licensing support, and mentorship to build a thriving practice with independence and growth potential.

Starting with comprehensive onboarding, you’ll develop client networks through referrals and community involvement while earning performance-based compensation and access to professional

Qualifications

• Bachelor's degree preferred but not required.
• Professional experience in sales, business development, client relationship management, consulting, education, leadership, entrepreneurship, or other client-facing roles is valued.
• Candidates from diverse career backgrounds are encouraged to apply.

Responsibilities

• Develop and grow a network of clients through referrals, community involvement, and professional networking.
• Conduct client meetings to understand financial goals, priorities, and concerns.
• Create customized financial strategies that may include investments, insurance, retirement planning, wealth accumulation, and protection solutions.
• Present recommendations designed to help clients work toward their financial objectives.
• Provide exceptional client service and build long-term trusted relationships.
• Continuously expand your financial knowledge, business development skills, and professional network.

Skills

Relationship-Oriented

Entrepreneurial

Goal-Oriented

Coachable

Strong Communicators

Service-Minded

Resilient & Self-Motivated

Adaptable & Curious

Education

Bachelor's degree preferred

Job description

Vista Wealth Solutions in the United States is seeking a Financial Advisor to help individuals, families, and business owners craft personalized financial strategies. You'll receive structured training, licensing support, and mentorship to build a thriving practice with independence and growth potential.

Starting with comprehensive onboarding, you’ll develop client networks through referrals and community involvement while earning performance-based compensation and access to professional