Wealth Management Advisor: Grow Clients with Planning

Vista Wealth Solutions; Radnor (Delaware County); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

401(k)

Disability insurance

Job summary

Vista Wealth Solutions is seeking a Wealth Management Advisor in Delaware County, PA. The role involves managing and growing a client base, providing financial planning and investment management. Candidates must have active licenses and at least 3 years of experience in wealth management. The position offers competitive compensation, including a commission structure, practice allowances, and comprehensive benefits such as medical, dental, and vision insurance, along with a 401(k).

Qualifications

• Active Series 7, Series 66, and Life, Accident & Health licenses are required.
• Minimum of 3 years in wealth management or financial services.
• Experience in financial planning and investment portfolio management.

Responsibilities

• Manage and grow a client base of individuals and families.
• Deliver comprehensive financial planning and investment management.
• Collaborate with specialists across tax, legal, and estate planning.

Skills

Building trust and client relationships

Analytical mindset

Clear communication

Integrity and compliance

Job description

Vista Wealth Solutions is seeking a Wealth Management Advisor in Delaware County, PA. The role involves managing and growing a client base, providing financial planning and investment management. Candidates must have active licenses and at least 3 years of experience in wealth management. The position offers competitive compensation, including a commission structure, practice allowances, and comprehensive benefits such as medical, dental, and vision insurance, along with a 401(k).