Financial Advisor Trainee: Mentorship & Licensing

Vista Wealth Solutions; Allentown (Lehigh County); On-site; USD 50,000 - 75,000; 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 a Financial Advisor for Fall / Recent Graduates and Early Acceptance. You will learn to guide individuals and families toward their financial goals through hands-on training, mentorship, and licensing support.

No prior finance experience is required, just motivation to learn and grow. You will build client relationships, develop strategies across investments, insurance, and retirement planning, and deliver tailored recommendations while earning performance-based

Qualifications

• Bachelor's degree completed or in progress (all majors encouraged to apply).
• Recent graduates and early-career professionals welcome.
• No prior financial services experience required—we're looking for motivated individuals with a desire to learn and grow.

Responsibilities

• Build professional relationships through networking, referrals, and community involvement.
• Learn how to conduct client conversations to understand financial goals, priorities, and needs.
• Assist in developing financial strategies that may include investments, insurance, and retirement planning.
• Present recommendations and solutions tailored to each client's unique situation.
• Deliver outstanding client service and help create long-term, trusted relationships.
• Continuously develop your financial knowledge, business skills, and professional network.

Skills

Motivated and goal-oriented

Coachable

Strong communicators

Driven by purpose

Adaptable and curious

Initiative-takers

Education

Bachelor's degree

Job description

Vista Wealth Solutions is seeking a Financial Advisor for Fall / Recent Graduates and Early Acceptance. You will learn to guide individuals and families toward their financial goals through hands-on training, mentorship, and licensing support.

No prior finance experience is required, just motivation to learn and grow. You will build client relationships, develop strategies across investments, insurance, and retirement planning, and deliver tailored recommendations while earning performance-based