Financial Planner & Practice Builder

Vista Wealth Solutions; Radnor (Delaware County); On-site; USD 80,000 - 200,000; Full time

Benefits offered by this job

Training and professional development

Coaching and mentorship

Licensing guidance and sponsorship for

Business development resources and 지원

Job summary

Vista Wealth Solutions in the Greater Philadelphia area seeks a Financial Planner to help individuals, families, and business owners protect what matters, build wealth, and prepare for the future. You'll develop strategies, grow your own client base, and collaborate with experienced professionals while pursuing required licenses with supportive training and mentorship.

In a supportive MassMutual environment, you will access coaching, sponsorship for licensing, and development resources to

Qualifications

• Strong interpersonal and relationship-building skills.
• Excellent communication and presentation abilities.
• A strong work ethic and willingness to develop new business.
• The ability to build trust and maintain long-term professional relationships.
• Motivation to establish and grow a financial services practice.
• A commitment to professional development and continued learning.
• High standards of integrity and professionalism.

Responsibilities

• Build 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 needs and objectives.
• Provide guidance in areas such as protection, retirement, wealth, investments, and long-term planning.
• Develop and maintain a strong network of clients and referrals.
• Build and manage your own client base and practice.
• Participate in ongoing training, coaching, mentoring, and development.

Skills

Relationship-building

Communication

Work ethic

Trust-building

Business development

Professional development

Integrity

Job description

Vista Wealth Solutions in the Greater Philadelphia area seeks a Financial Planner to help individuals, families, and business owners protect what matters, build wealth, and prepare for the future. You'll develop strategies, grow your own client base, and collaborate with experienced professionals while pursuing required licenses with supportive training and mentorship.

In a supportive MassMutual environment, you will access coaching, sponsorship for licensing, and development resources to