Job Description
Job Description
Financial Planner / Wealth Manager
At Vista Wealth Solutions , we’re excited to welcome a few passionate individuals to join our team!
- Did you know that half of our advisors are making fantastic strides, earning over $200,000?
- Here, you’ll have full ownership of your clients and data.
- We’re all about helping you build, manage, and market your own brand with the support of our amazing team!
- Our award-winning practice management technology and training will set you up for success.
- You can create recurring revenue from various sources through a flexible, non-captive contract, giving you access to a wide range of companies and products.
- Plus, there are opportunities to join established teams that match your skills and background!
What Makes You a Great Fit with Us?
You have an entrepreneurial spiritYou strive to be better than your peersYou’re passionate about helping and educating othersYou’re willing to work hard now for long-term successWhy Work with Vista Wealth Solutions?
Enjoy highly competitive, performance-based compensation, plus a full benefits packageReceive personalized, comprehensive training and ongoing supportGain access to in-house specialists and training on topics like Fee-Based Wealth Management, Estate Planning, Business Planning, and High Net Worth StrategiesCollaborate with our in-house Financial Planning Department and Business Valuation expertsDiscover opportunities for advancement and management rolesExperience a work-life balance that many financial careers lackBenefits of working with Vista Wealth Solutions
Extremely competitive performance-based compensation and a complete benefits packagePersonalized and comprehensive training and supportIn-house specialists and trainings (Fee Based Wealth Management, Estate Planning, Business Planning, High Net Worth Strategies)In-house Financial Planning Department and Business Valuation expertsAdvancement and management opportunitiesA work-life balance most financial careers don’t offerYou will receive support that is unparalleled with in the industry. To get you up and running, Vista Wealth Solutions will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed. Contact : Erica Ng, vistawealthsolutions.com
Erica Ng | Recruiting Director
Vista Wealth Solutions
Website : vistawealthsolutions.com