Financial Advisor
$70k - $120kVista Wealth Solutions
At Vista Wealth Solutions, we're passionate about empowering you to build a meaningful career as a Financial Advisor. With us, you'll have the opportunity to grow your practice and make a real impact on the financial futures of families and businesses. We provide comprehensive resources, investment strategies, and planning solutions, ensuring you're well-equipped to support your clients effectively. Our commitment to your success includes hands-on training and a supportive team that encourages you to lead your business on your terms. We're looking for individuals who are competitive, self-motivated, and eager to create their success. Whether you're an experienced advisor or transitioning into the industry, we offer the structure, mentorship, and resources to help you thrive. At Vista Wealth Solutions, we believe in fostering an environment where your professional growth is prioritized, and your achievements are celebrated. Responsibilities: • • Conduct regular reviews of clients' financial portfolios to ensure alignment with their evolving needs. • Stay informed on industry trends and regulatory changes to provide up-to-date advice. • Educate clients on financial products and services, empowering them to make informed decisions. • Identify opportunities for clients to optimize their financial goals • Maintain required licenses and continuing education • Develop new client relationships through networking, referrals, and community engagement • Implement strategies to help clients build, protect, and manage their wealth over time. • Maintain on going communication with clients and proactively address changes in their financial circumstances Qualifications: 2+ years of experience in banking, sales/business, financial advisor, wealth manager, or related role. Active state insurance licenses and FINRA Series 6, 7, 63, or 66, or willing to obtain Strong relationship-building, communication, and personable skills. Goal-oriented, self-motivated, and comfortable working in a business environment, with a forward-thinking mindset Ability and willingness to obtain required licenses Bachelor's degree preferred; relevant professional experience will also be considered Commitment to professional development Presentation and consultative skills and problem-solving Compensation: $70,000 - $120,000 commission structure
• Conduct regular reviews of clients' financial portfolios to ensure alignment with their evolving needs. • Stay informed on industry trends and regulatory changes to provide up-to-date advice. • Educate clients on financial products and services, empowering them to make informed decisions. • Identify opportunities for clients to optimize their financial goals • Maintain required licenses and continuing education • Develop new client relationships through networking, referrals, and community engagement • Implement strategies to help clients build, protect, and manage their wealth over time. • Maintain ongoing communication with clients and proactively address changes in their financial circumstances
Compensation:
$70,000-$120,000 per year
$61k - $119k
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Montgomeryville, PA5 days ago - ...schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. About the Financial Representative Role As a Financial Representative at Northwestern Mutual, you will be...Work at officeWork from homeVisa sponsorshipFlexible hours
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