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Financial Planner / Wealth Manager

Financial Planner / Wealth Manager

Vista Wealth SolutionsAllentown, PA, United States
21 hours ago
Job type
  • Full-time
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 spirit
  • You strive to be better than your peers
  • You're passionate about helping and educating others
  • You're willing to work hard now for long-term success

    • Why Work with Vista Wealth Solutions?

  • Enjoy highly competitive, performance-based compensation, plus a full benefits package
  • Receive personalized, comprehensive training and ongoing support
  • Gain access to in-house specialists and training on topics like Fee-Based Wealth Management, Estate Planning, Business Planning, and High Net Worth Strategies
  • Collaborate with our in-house Financial Planning Department and Business Valuation experts
  • Discover opportunities for advancement and management roles
  • Experience a work-life balance that many financial careers lack

    • Benefits of working with Vista Wealth Solutions

  • Extremely competitive performance-based compensation and a complete benefits package
  • Personalized and comprehensive training and support
  • In-house specialists and trainings (Fee Based Wealth Management, Estate Planning, Business Planning, High Net Worth Strategies)
  • In-house Financial Planning Department and Business Valuation experts
  • Advancement and management opportunities
  • A work-life balance most financial careers don't offer

    • You 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

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    Financial Planner • Allentown, PA, United States

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