Financial Advisor

Vista Wealth Solutions; Moosic (Lackawanna County); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Job summary

Vista Wealth Solutions in the United States is seeking a Financial Advisor to help individuals, families, and business owners craft personalized financial strategies. You'll receive structured training, licensing support, and mentorship to build a thriving practice with independence and growth potential.

Starting with comprehensive onboarding, you’ll develop client networks through referrals and community involvement while earning performance-based compensation and access to professional

Qualifications

• Bachelor's degree preferred but not required.
• Professional experience in sales, business development, client relationship management, consulting, education, leadership, entrepreneurship, or other client-facing roles is valued.
• Candidates from diverse career backgrounds are encouraged to apply.

Responsibilities

• Develop and grow a network of clients through referrals, community involvement, and professional networking.
• Conduct client meetings to understand financial goals, priorities, and concerns.
• Create customized financial strategies that may include investments, insurance, retirement planning, wealth accumulation, and protection solutions.
• Present recommendations designed to help clients work toward their financial objectives.
• Provide exceptional client service and build long-term trusted relationships.
• Continuously expand your financial knowledge, business development skills, and professional network.

Skills

Relationship-Oriented

Entrepreneurial

Goal-Oriented

Coachable

Strong Communicators

Service-Minded

Resilient & Self-Motivated

Adaptable & Curious

Education

Bachelor's degree preferred

Job description

Financial Advisor

About Vista Wealth Solutions

At Vista Wealth Solutions, we believe great financial advisors come from a variety of professional backgrounds. Backed by the strength and stability of MassMutual, we provide the training, mentorship, and support needed to help motivated professionals build successful and rewarding careers in financial services.

Whether you're an experienced sales professional, business owner, educator, military veteran, corporate professional, or looking to make a meaningful career transition, Vista offers a structured path to develop your expertise, earn industry licenses, and build a thriving practice.

From day one, you'll have access to experienced mentors, professional development resources, and a supportive team environment designed to help you succeed while making a meaningful impact on the lives of individuals, families, and business owners.

Why Vista Wealth Solutions?

• Comprehensive training and mentorship
• Industry licensing support
• Entrepreneurial career path with flexibility and independence
• Backing of a respected financial services organization
• Opportunity to make a meaningful impact on clients' financial futures
• Collaborative and supportive team culture
• Significant personal, professional, and income growth potential

The Opportunity

As a Financial Advisor, you'll help individuals, families, and business owners make informed financial decisions and create strategies designed to achieve their long-term goals. Through training, mentorship, and real-world experience, you'll develop the expertise needed to build lasting client relationships and provide personalized financial guidance.

No prior financial services experience is required. We welcome professionals from a wide range of industries who are motivated to learn, build relationships, and grow a successful practice.

What You'll Do

With training and support, you will:

• Develop and grow a network of clients through referrals, community involvement, and professional networking
• Conduct client meetings to understand financial goals, priorities, and concerns
• Create customized financial strategies that may include investments, insurance, retirement planning, wealth accumulation, and protection solutions
• Present recommendations designed to help clients work toward their financial objectives
• Provide exceptional client service and build long-term trusted relationships
• Continuously expand your financial knowledge, business development skills, and professional network

What We're Looking For

Education & Experience

• Bachelor's degree preferred but not required
• Professional experience in sales, business development, client relationship management, consulting, education, leadership, entrepreneurship, or other client-facing roles is valued
• Candidates from diverse career backgrounds are encouraged to apply

Skills & Attributes

We're looking for professionals who are:

• Relationship-Oriented – enjoy building trust and connecting with people
• Entrepreneurial – motivated to build and grow their own practice
• Goal-Oriented – driven to achieve personal and professional success
• Coachable – open to feedback and committed to continuous development
• Strong Communicators – able to simplify complex concepts and build meaningful relationships
• Service-Minded – passionate about helping others achieve financial confidence
• Resilient and Self-Motivated – willing to embrace challenges and create opportunities
• Adaptable and Curious – eager to learn new concepts, technologies, and industry trends

Previous experience in finance, financial services, insurance, sales, business development, management, consulting, or client service is beneficial but not required.

Licensing & Professional Development

We'll provide the resources, study materials, training, and support necessary to help you earn key industry licenses, including:

• Life & Health Insurance License
• Securities Industry Essentials (SIE)
• FINRA Series 7
• FINRA Series 66

You'll receive guidance throughout the licensing process as well as ongoing mentorship and professional development to help you build a long-term career in financial services.

Compensation & Growth

We offer a competitive compensation structure designed to reward performance and support long-term success.

• Performance-based compensation opportunities
• Bonuses and incentives
• Practice allowances to support business development and professional growth
• Significant advancement and income-growth potential
• Opportunity to build a long-term book of business

Benefits

Eligible advisors have access to a comprehensive benefits package, including:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k) Retirement Plan
• Disability Coverage

Build a Career with Purpose

If you're looking for an opportunity to leverage your professional experience, build meaningful client relationships, and create a rewarding career with unlimited growth potential, Vista Wealth Solutions can provide the training, support, and platform to help you succeed.

**To qualify, you must be a U.S. Citizen or Permanent Resident and have the ability to obtain required licenses and registrations.