Financial Advisor Associate
Vista Wealth Solutions
Remote
Full-Time
Skill Insights
Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.
Job Description
Compensation Base income:
$30,000-$40,000 Commission and performance-based bonuses Significant long-term earning potential tied to production and growth Key Responsibilities Client & Advisor Support Partner with senior advisors to prepare for client meetings, financial reviews, and follow-ups Manage client communications, service requests, and documentation Assist with onboarding new clients and maintaining accurate records Business Development & Production Identify and engage prospective clients through networking, referrals, and outreach Participate in client meetings and begin developing your own book of business Support financial planning strategies aligned with client goals Progress toward individual production targets with mentorship and support Operations & Practice Management Coordinate scheduling, meeting preparation, and workflow management Ensure compliance with firm and regulatory requirements Contribute to enhancing internal processes and overall client experience Qualifications Strong interest in building a career as a Financial Advisor or Wealth Manager Entrepreneurial mindset with a desire to grow income and responsibility over time Excellent communication and relationship-building skills Highly organized with the ability to manage multiple priorities Coachable, driven, and adaptable in a fast-paced environment Preferred Qualifications Bachelor's degree (Business, Finance, or related field preferred) Prior experience in financial services, sales, or client-facing roles is a plus Currently holding FINRA licenses (SIE, Series 6/7, 63/65) What We Offer A clear, structured path to becoming a full Financial Advisor Mentorship from experienced advisors and leadership Access to a broad range of financial products and planning tools through an open architecture platform Ongoing training, development, and professional support Why Join Integrity Advisors Pension Consultants We are committed to helping individuals build meaningful, entrepreneurial careers while making a lasting impact on clients' financial futures. This role offers more than just a job, it's an opportunity to build a business within a business, with the support, flexibility, and resources to succeed long term. #LI-EN1Similar remote jobs
Syneos Health/ inVentiv Health Commercial LLC
Waltham, MA
Posted1 day ago
Updated1 hour ago
ANSI National Accreditation Board (ANAB)
Fort Wayne, IN
Posted1 day ago
Updated1 hour ago
Center Education Group
Cedarhurst, NY
Posted1 day ago
Updated1 hour ago
Similar jobs in Armonk, NY
Bright Horizons Children's Centers, LLC
Armonk, NY
Posted2 days ago
Updated1 day ago
Regeneron Pharmaceuticals, Inc (USA)
Armonk, NY
Posted2 days ago
Updated1 hour ago
Regeneron Pharmaceuticals, Inc (USA)
Armonk, NY
Posted3 days ago
Updated1 hour ago
Holderness & Bourne
Armonk, NY
Posted3 days ago
Updated1 day ago
Similar jobs in New York
Promenade at Tuxedo Place
Tuxedo Park, NY
Posted1 day ago
Updated1 hour ago
University at Buffalo
Buffalo, NY
Posted1 day ago
Updated1 hour ago
NewYork-Presbyterian Hospital
New York, NY
Posted1 day ago
Updated1 hour ago