What are the responsibilities and job description for the Financial Advisor position at Vista Wealth Solutions?
Vista Wealth Solutions is currently seeking a limited number of candidates to join our firm.
• Fifty percent of our advisors under 40 are reaching remarkable heights, earning over $200,000.
• Our Advisors own their clients and data
• We support and help our Advisors and teams build, manage, and market their own brand
• We provide award-winning practice management technology and training
• Our Advisors generate recurring revenue from a variety of sources through a non-captive contract and exposure to additional companies and product lines
• Options to join an established team based on an individual’s background and skills
Compensation:$60,000 at plan commission
Responsibilities:The responsibilities of a Wealth Manager:
- Conducting client interviews to understand financial goals and needs.
- Identifying financial risks and developing strategies to mitigate them.
- Recommending investment, insurance, and banking products.
- Monitoring investment performance and managing client portfolios.
- Producing comprehensive financial reports for clients.
- Building strong client relationships through exceptional service, expert advice, and ongoing support.
- Staying current with market trends and regulatory changes.
Additionally, Vista Wealth Solutions advisors receive support with licensing, training, and resources to succeed in these responsibilities
Qualifications:What it takes to win with us
• An entrepreneurial mindset
• A desire to be better than your peers
• A passion for helping and educating
• The willingness to push hard in the short-term to enjoy long-term success
About CompanyWhat We Offer
- Competitive Compensation: Performance-based pay, vested residual income, allowances, bonuses, and top producer incentives.
- Comprehensive Benefits: Medical, dental, vision, disability, life insurance, adoption assistance, and a 401(k) with company contributions.
- Support & Resources: Access to a full suite of specialists and consultants to help you serve clients and grow your practice.
- Independence & Flexibility: Run your business your way with the backing of a financially strong, client-focused company.
- Recognition & Growth: Career development opportunities, recognition programs, and leadership pathways.
Location: Multiple locations/hybrid options available
Salary : $200,000
