What are the responsibilities and job description for the Financial Planner / Wealth Manager position at Vista Wealth Solutions?
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!
- 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
- 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
- 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
Salary : $60,000 - $130,000