Financial Services Professional

About This Role

This role is for a financial services professional dedicated to helping clients achieve their financial goals. You will build and grow a client base by providing personalized advice across investments, insurance, and long-term planning, supported by firm resources and ongoing coaching.

Responsibilities

• Prospect and acquire clients through networking, referrals, and community engagement
• Conduct in-depth discovery conversations to understand clients' financial goals, priorities, and risk tolerance
• Develop and present personalized financial strategies spanning investments, insurance, and planning
• Recommend appropriate financial products and solutions aligned to each client's long-term objectives
• Deliver an exceptional, relationship-first client experience at every touchpoint

Requirements

• Self-driven and self-motivated
• Open to coaching and committed to continuous growth and development
• Genuine desire to help others and make a meaningful impact on clients' financial lives
• Strong interpersonal and communication skills with a demonstrated track record of success
• Quick learner who adapts well to new environments, tools, and situations
• Life, Accident & Health license to start
• SIE, Series 7, and Series 66 (support provided)
• Must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations

Benefits

• Competitive commission with performance-based bonuses
• Practice allowances to support your transition and ongoing operations
• Compensation scaled to the strength and size of the book of business you bring
• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)
• Disability insurance

About the Company

At Vista Wealth Solutions, we are dedicated to educating and developing financial services professionals who make a real difference in the lives of their clients. We provide personalized attention, outstanding resources, and a coaching framework to build a practice grounded in expertise and integrity.