Financial Advisor

Vista Wealth Solutions; Center Valley (Lehigh County); On-site; USD 80,000 - 200,000; Full time

Job summary

Vista Wealth Solutions seeks motivated professionals to join as Financial Advisors, with resources, training, mentorship, and support to build a meaningful financial services career. The role involves building relationships with clients, understanding goals, and developing strategies across protection, retirement planning, and wealth accumulation.

Licensing guidance, ongoing coaching, and collaboration with leadership are provided to help you grow your practice in a distributed network across

Qualifications

• Experience in financial services is valuable but not required.
• Licensing guidance and sponsorship for applicable licenses may be provided; SIE, Series 7, Series 66 and applicable insurance licenses are discussed during recruiting.
• Willingness to develop new business and grow a professional financial services practice.

Responsibilities

• Build and develop relationships with individuals, families, business owners, and professionals.
• Meet with clients to understand their financial goals, priorities, and concerns.
• Help clients develop financial strategies based on their individual needs and objectives.
• Provide guidance in areas such as financial protection, retirement planning, wealth accumulation, investments, and long-term financial strategies.
• Develop and maintain a strong network of clients, referrals, and centers of influence.
• Build and manage your own client base and financial services practice.
• Participate in ongoing training, coaching, mentoring, and professional development.
• Work collaboratively with experienced financial professionals and leadership.
• Maintain appropriate industry licensing and professional standards.

Skills

Relationship-building

Communication

Work ethic

Integrity

Professional development

Job description

Vista Wealth Solutions | MassMutual

Multiple Locations: Greater Philadelphia, Horsham/Montgomery County, Lehigh Valley, Northeast Pennsylvania, South Jersey & Delaware

Build a Career. Build a Business. Make an Impact.

Vista Wealth Solutions is seeking motivated professionals to join our team as Financial Advisors. Whether you are an experienced financial professional looking for an opportunity to grow your practice or a successful professional considering a career change, we provide the resources, training, mentorship, and support to help you build a meaningful career in financial services.

What You'll Do

• Build and develop relationships with individuals, families, business owners, and professionals.
• Meet with clients to understand their financial goals, priorities, and concerns.
• Help clients develop financial strategies based on their individual needs and objectives.
• Provide guidance in areas such as financial protection, retirement planning, wealth accumulation, investments, and long-term financial strategies.
• Develop and maintain a strong network of clients, referrals, and centers of influence.
• Build and manage your own client base and financial services practice.
• Participate in ongoing training, coaching, mentoring, and professional development.
• Work collaboratively with experienced financial professionals and leadership.
• Maintain appropriate industry licensing and professional standards.

Who We're Looking For

We are interested in professionals from a variety of backgrounds, including both experienced financial advisors and career changers.

• Strong interpersonal and relationship-building skills.
• Excellent communication and presentation abilities.
• A strong work ethic and willingness to develop new business.
• The ability to build trust and maintain long-term professional relationships.
• Motivation to establish and grow a financial services practice.
• A commitment to professional development and continued learning.
• High standards of integrity and professionalism.

Experience in financial services, insurance, banking, investments, sales, business development, or relationship management is valuable but not required for every candidate.

Licensing & Professional Development

Candidates who are not currently licensed will receive guidance and support throughout the licensing process.

Depending on the position and career path, required securities licensing may include the SIE, Series 7, and Series 66, along with applicable insurance licenses. Licensing requirements and timelines will be discussed during the recruiting process.

We provide access to training, coaching, mentorship, and resources designed to help professionals successfully transition into and grow within the financial services industry.

Why Vista Wealth Solutions?

At Vista Wealth Solutions, we believe successful advisors should have the opportunity to build a career and business supported by a strong organization.

• Training and professional development.
• Coaching and mentorship from experienced professionals.
• Licensing guidance and sponsorship for applicable licensing requirements.
• Business development resources and support.
• A collaborative professional environment.
• Opportunities for recognition and incentive programs, including the ability to qualify for company-sponsored trips.
• The resources and strength of the MassMutual organization while developing an individual financial services practice.
• Long-term opportunities for professional and business growth.

Compensation & Earning Potential

Estimated earning potential: $80,000–$200,000+ annually

This is designed for professionals who want to build and grow their own financial services practice. Compensation is not a guaranteed salary and may include commissions, bonuses, incentives, and other forms of compensation based on individual production, business development, and eligibility for applicable programs and teaming opportunities. As advisors grow their practices, there is potential to earn above the stated range.

Our Locations

• Greater Philadelphia – Radnor and Center City
• Horsham / Montgomery County
• Lehigh Valley – Center Valley and Allentown
• Northeast Pennsylvania – Scranton and surrounding area
• South Jersey
• Delaware

Candidates may be considered for the office or market that best aligns with their location and business-development opportunities.