Financial Services Professional

Job Description



Financial Services Professional

Financial Advisory Practice • Licensing Support Provided

About Vista Wealth Solutions

At Vista Wealth Solutions, we're dedicated to educating and developing financial services professionals who make a real difference in the lives of their clients. We provide the personalized attention, outstanding resources, and coaching framework you need to build a practice grounded in expertise and integrity. When you join us, you're not just starting a job - you're building a career as a respected financial professional known for the quality of advice and the depth of client relationships you cultivate.

The Role

As a Financial Services Professional, you'll build and grow a client base by delivering personalized financial advice across investments, insurance, and long-term planning. You'll work to understand each client's unique goals and recommend solutions that help them move confidently toward financial security - backed by firm resources, ongoing coaching, and a clear path for professional development.

What you'll do

• Prospect and acquire clients through networking, referrals, and community engagement
• Conduct in-depth discovery conversations to understand clients' financial goals, priorities, and risk tolerance
• Develop and present personalized financial strategies spanning investments, insurance, and planning
• Recommend appropriate financial products and solutions aligned to each client's long-term objectives
• Deliver an exceptional, relationship-first client experience at every touchpoint

What you bring

Skills & Attributes

• Self-driven and self-motivated - you take initiative and hold yourself accountable
• Open to coaching and committed to continuous growth and development
• Genuine desire to help others and make a meaningful impact on clients' financial lives
• Strong interpersonal and communication skills with a demonstrated track record of success
• Quick learner who adapts well to new environments, tools, and situations

Licensing

• Life, Accident & Health license to start
• SIE, Series 7, and Series 66 (support provided)

Compensation

We offer a competitive structure designed to reward performance and recognize the value of an established practice.

• Competitive commission with performance-based bonuses
• Practice allowances to support your transition and ongoing operations
• Compensation scaled to the strength and size of the book of business you bring

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)
• Disability insurance

Ready to make a move?

If you've outgrown your current platform and want the infrastructure, support, and collaborative environment to take your practice to the next level - we'd like to talk. Reach out to learn more about what a transition to VISTA could look like for you.

**To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.