Growth-Focused Financial Advisor & Wealth Planner

Vista Wealth Solutions; Scranton (Lackawanna County); On-site; USD 70,000 - 120,000; Full time

Job summary

Vista Wealth Solutions in Scranton is looking for a Financial Advisor who is driven and eager to build a meaningful career in financial services. This role involves developing personalized financial plans and cultivating lasting client relationships, with the support of a team and comprehensive resources.

Compensation ranges from $70,000 to $120,000 per year based on a commission structure. Ideal candidates will have strong interpersonal skills and a business mindset.

Qualifications

• Bachelor's degree preferred, ideally in Business or Finance.
• Ability to build trust and lasting relationships with clients.
• Disciplined and self-motivated with a drive to succeed.

Responsibilities

• Develop personalized financial plans for clients.
• Cultivate lasting relationships with clients.
• Analyze clients' financial status and give strategic advice.
• Stay informed about industry trends and regulatory changes.
• Collaborate with team members to enhance services.
• Conduct regular reviews of financial plans for clients.
• Educate clients on financial concepts.

Skills

Strong interpersonal and communication skills

Business mindset

Self-motivated

Goal-oriented

Education

Bachelor's degree preferred (Business, Finance, or related field)

Job description

Vista Wealth Solutions in Scranton is looking for a Financial Advisor who is driven and eager to build a meaningful career in financial services. This role involves developing personalized financial plans and cultivating lasting client relationships, with the support of a team and comprehensive resources.

Compensation ranges from $70,000 to $120,000 per year based on a commission structure. Ideal candidates will have strong interpersonal skills and a business mindset.