Job Description

About Us

Vista Wealth Solutions is a strong General agency, wealth management firm that provides comprehensive financial strategies to individuals, families, and businesses. With a commitment to quality service and a holistic approach, we prioritize the financial goals and objectives of our clients, helping them secure their financial future.

The Opportunity

Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!

Qualifications

Desired Skills and Experience

• Preferred but not required: Candidates with Series 7/6, Series 63/66, and Life/Health licenses will be sponsored if they qualify.
• Strong interpersonal skills and customer service focus
• Market development/networking abilities
• BA, BS, and/or graduate degree or equivalent work experience

Responsibilities

• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Work with the existing client base and lead flow to generate new business
• Prospecting for clients through networking and referrals
• Developing and maintaining long-term relationships with clients
• Providing financial solutions for clients through fact-gathering and needs analyses
• Expanding personal knowledge and skills through ongoing professional development and joint work with fellow Agents

Compensation Range: $80,000 to $250,000 per year

Locations in various locations: Greater Philadelphia, Greater Scranton, Lehigh Valley, and Delaware.

Job Tags

Similar Jobs