Financial Services Professional

Financial Services Professional Vista Wealth Solutions Allentown, PA Job Details Full-time 14 days ago Benefits Disability insurance Health insurance Dental insurance 401(k) Vision insurance Qualifications Insurance needs analysis Customer communication Community engagement Financial sales Customer relationship building Referral-based lead generation Investment management advisory services Interviewing clients Sales referrals Networking through cold outreach Series 66 Mid-level Investment client management Financial product expertise Initial Contact (sales skills) Financial goal setting advisory services Prospecting Business development within finance Financial needs assessment Insurance planning Client acquisition Client referrals Insurance sales Life & Health Insurance License Practicing in the securities industry Communication skills Full Job Description Financial Services Professional Financial Advisory Practice • Licensing Support Provided About Vista Wealth Solutions At Vista Wealth Solutions, we're dedicated to educating and developing financial services professionals who make a real difference in the lives of their clients. We provide the personalized attention, outstanding resources, and coaching framework you need to build a practice grounded in expertise and integrity. When you join us, you're not just starting a job — you're building a career as a respected financial professional known for the quality of advice and the depth of client relationships you cultivate. The Role As a Financial Services Professional, you'll build and grow a client base by delivering personalized financial advice across investments, insurance, and long-term planning. You'll work to understand each client's unique goals and recommend solutions that help them move confidently toward financial security — backed by firm resources, ongoing coaching, and a clear path for professional development. What you'll do 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 What you bring Skills & Attributes Self-driven and self-motivated — you take initiative and hold yourself accountable 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 Licensing Life, Accident & Health license to start SIE, Series 7, and Series 66 (support provided) Compensation We offer a competitive structure designed to reward performance and recognize the value of an established practice. 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 Benefits Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Ready to make a move? If you've outgrown your current platform and want the infrastructure, support, and collaborative environment to take your practice to the next level — we'd like to talk. Reach out to learn more about what a transition to VISTA could look like for you. •To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations. #LI-EN1