Financial Advisor | Build Your Own Practice & Grow Wealth

Vista Wealth Solutions

Philadelphia (Philadelphia County)

On-site

USD 80,000 - 200,000

Full time

4 days ago

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Benefits offered by this job

Training & Mentorship

Licensing guidance

Business development support

Travel incentives

Job summary

Vista Wealth Solutions is seeking motivated professionals to join our team as Financial Advisors. We provide training, mentorship, and support to help you build a meaningful career in financial services.

As a Financial Advisor, you will work with individuals, families, and business owners to understand goals and develop strategies to protect wealth and plan for the future. The role emphasizes relationship-building, development, and growing your own financial services practice within a supportive

Qualifications

Experience in financial services is valuable but not required for every candidate.
Licensing guidance and sponsorship provided during recruitment.
Strong interpersonal and relationship-building skills are essential.

Responsibilities

Build and develop relationships with individuals, families, business owners, and professionals.
Meet with clients to understand financial goals and priorities.
Help clients develop financial strategies based on individual needs.
Provide guidance in protection, retirement, wealth, investments, and long-term strategies.
Develop and maintain a strong network of clients and referrals.
Build and manage your own client base and practice.
Participate in ongoing training, coaching, and mentorship.
Work with experienced professionals and leadership.
Maintain appropriate licensing and professional standards.