Financial Planner

Financial Planner Allentown, PA Job Details $75,000 - $125,000 a year 1 hour ago Qualifications Finance advising Community engagement Wealth management Series 6 Customer relationship building Series 66 Mid-level Series 7 Business development Entrepreneurship Managing clients in a finance role Business development within finance FINRA License Networking through strategic partnership building Banking business development Strategic partnerships Cross-functional collaboration 2 years Communication skills Series 63 Financial retirement planning Full Job Description At Vista Wealth Solutions, we are seeking driven professionals who are ready to build a meaningful and impactful career in financial services. This opportunity is designed for individuals who want more than a traditional role. They want the ability to grow their own practice, develop long-term client relationships, and create a lasting impact on the financial futures of the families and businesses they serve. As a Financial Planner , you'll have access to planning solutions, resources, investment strategies, and many more solutions to truly make an impact for clients. You'll be backed by a supportive team, hands-on training, and leadership invested in your success, while maintaining freedom to build, grow, and lead your business on your own terms. For experienced advisors , this is an opportunity to expand your business with greater flexibility, enhanced resources, and the ability to fully take ownership of your growth. Furthermore, experienced advisors will be provided with the necessary infrastructure and freedom, along with comprehensive benefits. This role is ideal for competitive individuals, self-motivated and excited by the opportunity to create their own success. Whether you are an experienced advisor or a motivated professional transitioning into the industry, we provide the structure, mentorship, and resources to help you grow into a top-performing advisor and business owner.

Compensation:

$75,000 - $125,000 commission structure

Responsibilities:

Build and grow a personal client base through networking, referrals, and community engagement. Develop comprehensive financial plans tailored to each client's goals, including investments, insurance, retirement, and wealth strategies. Provide ongoing guidance and service to clients, ensuring long-term relationships and trust. Leverage a broad range of financial solutions within an open architecture platform to deliver customized recommendations. Drive business development through proactive outreach, centers of influence, and strategic partnerships. Maintain a high level of professionalism, ethics, and compliance in all client interactions. Collaborate with internal specialists, leadership, and support teams to enhance client outcomes.

Qualifications:

2+ years of experience as a banking advisor, financial advisor, wealth manager, or related role. Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or willingness to obtain). Strong relationship-building, communication, and business skills. Commitment to ethical, client-centered advice. Professionals seeking a career transition into financial services are encouraged to apply; transferable skills such as relationship building and business development are highly valued. About Company Pivotal life events often happen unexpectedly. We take great pride in having helped our neighbors, friends, families, and business owners make sound decisions about being financially prepared for the unforeseen. We prioritize the needs of clients and firmly believe that conducting business ethically fosters long-lasting relationships with the communities we serve. Since 1886, Vista Wealth Solutions has been guided by a tradition of excellence rooted in the core principles of our creed. Our vision is to be the most trusted and respected insurance and wealth management firm for clients, partners, associates, and the community. Our mission is to create extraordinary opportunities so that dreams can become realities because what matters most to you matters most to us.