What are the responsibilities and job description for the Financial Planner - Associate position at Vista Wealth Solutions?
Financial Planner / Wealth Manager
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
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
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 215-237-0746, ericang@financialguide.com |vistawealthsolutions.com
Job Type: Full-time
Pay: $70,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Life insurance
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Work Location: Hybrid remote in Horsham, PA 19044
Salary : $70,000 - $200,000
