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Vista Wealth · 4 hours ago

Financial Advisor

Allentown, PA

Full-time

Onsite

Mid Level

$70K/yr - $70K/yr

Vista Wealth is a rapidly expanding firm seeking an experienced financial advisor. The role involves advising clients and helping them make smart, profitable financial decisions to achieve their goals.

Financial Services

Responsibilities

Advise the clients and help them make smart, profitable decisions to meet their financial goals

Advising long-term clients

Utilizing superb math, analysis, and customer service skills

Qualification

Financial advisingMathematical skillsAnalytical skillsCustomer service skills

Required

Experienced financial advisor

Proven success record advising long-term clients

Superb math skills

Superb analysis skills

Superb customer service skills

Company

Vista Wealth

MassMutual Eastern Pennsylvania (MMEPA) is now Vista Wealth Solutions! At Vista Wealth Solutions, we help clients see more of the life they want, providing transparent guidance, educational insights, and customized strategies aligned to each person’s goals.

Horsham, Pennsylvania, US

201-500 employees

https://www.vistawealthsolutions.com

Funding

Current Stage

Growth Stage

Leadership Team

Joseph Mallee

Chief Executive Officer

Company data provided by crunchbase