Financial Advisor: Build Your Practice with Coaching

Vista Wealth Solutions; Center Valley (Lehigh County); On-site; USD 80,000 - 200,000; Full time

Job summary

Vista Wealth Solutions seeks motivated professionals to join as Financial Advisors, with resources, training, mentorship, and support to build a meaningful financial services career. The role involves building relationships with clients, understanding goals, and developing strategies across protection, retirement planning, and wealth accumulation.

Licensing guidance, ongoing coaching, and collaboration with leadership are provided to help you grow your practice in a distributed network across

Qualifications

• Experience in financial services is valuable but not required.
• Licensing guidance and sponsorship for applicable licenses may be provided; SIE, Series 7, Series 66 and applicable insurance licenses are discussed during recruiting.
• Willingness to develop new business and grow a professional financial services practice.

Responsibilities

• Build and develop relationships with individuals, families, business owners, and professionals.
• Meet with clients to understand their financial goals, priorities, and concerns.
• Help clients develop financial strategies based on their individual needs and objectives.
• Provide guidance in areas such as financial protection, retirement planning, wealth accumulation, investments, and long-term financial strategies.
• Develop and maintain a strong network of clients, referrals, and centers of influence.
• Build and manage your own client base and financial services practice.
• Participate in ongoing training, coaching, mentoring, and professional development.
• Work collaboratively with experienced financial professionals and leadership.
• Maintain appropriate industry licensing and professional standards.

Skills

Relationship-building

Communication

Work ethic

Integrity

Professional development

Job description

Vista Wealth Solutions seeks motivated professionals to join as Financial Advisors, with resources, training, mentorship, and support to build a meaningful financial services career. The role involves building relationships with clients, understanding goals, and developing strategies across protection, retirement planning, and wealth accumulation.

Licensing guidance, ongoing coaching, and collaboration with leadership are provided to help you grow your practice in a distributed network across