Licensed Financial Advisor - Build Your Practice

Vista Wealth Solutions; Allentown (Lehigh County); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Medical

Vision

Dental

401(k)

Disability

Job summary

Vista Wealth Solutions is hiring a Financial Advisor to grow a client base through personalized holistic financial planning. You’ll design strategies aligned with client goals and leverage firm mentorship and licensing support to advance toward professional licenses.

We offer a licensing path (Life/Health, SIE, Series 7, Series 66) with coaching, tools, and a structured path toward advancement, backed by MassMutual resources.

Qualifications

• US citizen or permanent resident eligible to obtain licenses.
• Willing to pursue Life and Health, SIE, Series 7, and Series 66 licenses with company support.
• Strong communication and client relationship skills.

Responsibilities

• Grow client base through networking, referrals, and community involvement.
• Conduct discovery to align client goals with financial planning strategies.
• Present comprehensive financial plans across investments and insurance.
• Recommend tailored solutions to help clients reach long-term objectives.
• Deliver a relationship-first experience to build trust and referrals.

Skills

Self-Driven

Coachable

Motivated

Relationship building

Eager to learn

Job description

Vista Wealth Solutions is hiring a Financial Advisor to grow a client base through personalized holistic financial planning. You’ll design strategies aligned with client goals and leverage firm mentorship and licensing support to advance toward professional licenses.

We offer a licensing path (Life/Health, SIE, Series 7, Series 66) with coaching, tools, and a structured path toward advancement, backed by MassMutual resources.