Financial Advisor

Vista Wealth Solutions; Allentown (Lehigh County); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

Medical

Vision

Dental

401(k)

Disability

Job summary

Vista Wealth Solutions is hiring a Financial Advisor to grow a client base through personalized holistic financial planning. You’ll design strategies aligned with client goals and leverage firm mentorship and licensing support to advance toward professional licenses.

We offer a licensing path (Life/Health, SIE, Series 7, Series 66) with coaching, tools, and a structured path toward advancement, backed by MassMutual resources.

Qualifications

• US citizen or permanent resident eligible to obtain licenses.
• Willing to pursue Life and Health, SIE, Series 7, and Series 66 licenses with company support.
• Strong communication and client relationship skills.

Responsibilities

• Grow client base through networking, referrals, and community involvement.
• Conduct discovery to align client goals with financial planning strategies.
• Present comprehensive financial plans across investments and insurance.
• Recommend tailored solutions to help clients reach long-term objectives.
• Deliver a relationship-first experience to build trust and referrals.

Skills

Self-Driven

Coachable

Motivated

Relationship building

Eager to learn

Job description

Financial Advisor

Full-Time Licensing Support Provided

About Vista Wealth Solutions

Vista Wealth Solutions is where driven professionals come to build careers that matter. Backed by the strength of MassMutual, we invest in your growth from day one — providing the coaching, tools, and support structure to help you develop a practice rooted in expertise, trust, and long-term client impact. Here, you won't just learn the business — you'll build one that's yours.

The Role

As a Financial Advisor, you'll grow a client base by delivering personalized advice across holistic financial planning for your clients. You'll take time to understand each client's goals and design strategies that move them closer to long-term security — supported every step of the way by firm resources, mentorship, and a structured path toward licensing and advancement.

What you'll do

• Build your client base through networking, referrals, and active community engagement
• Conduct thorough discovery conversations to understand clients' financial goals, priorities, and risk tolerance
• Design and present comprehensive financial strategies across investments, insurance, and planning
• Recommend solutions tailored to each client's unique situation and long-term objectives
• Deliver a consistently exceptional, relationship-first experience that earns trust and drives referrals

What you bring

Skills & Attributes

• Self-Driven — you set goals, take initiative, and follow through
• Coachable - with a genuine commitment to professional development
• Motivated by making a real difference in people's financial lives
• Relationship - building, ability to connect and build lasting client relationships
• Eager to learn and grow— comfortable navigating new tools, environments, and situations

Licensing

• Start your new career with confidence. We'll provide the licenses & study materials, guidance, and support to help you succeed. We'll support you in earning your Life and Health, SIE, Series 7, and Series 66 licenses, and more, giving you the credentials to build a rewarding career.

Compensation

We offer a competitive structure designed to reward your effort and reflect the value you bring to your clients and the firm.

• Not just commission compensation, bonuses, and incentives are included
• Practice allowances to support your ramp-up and ongoing operations

Benefits Included:

• Medical
• Vision
• Dental
• 401(k)
• Disability

To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.