Felix - Radnor, PA

Vista Wealth Solutions is excited to welcome passionate individuals to join their team as Financial Advisors. The role offers full ownership of clients and data, with opportunities to build and market a personal brand supported by a comprehensive training program and in-house specialists.

Responsibilities

• 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!
• 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!
• 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

Skills

• 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

Benefits

• Full 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
• Work-life balance

Company Overview