Financial Advisor: Build Your Independent Practice & Impact

Vista Wealth Solutions; Horsham (PA); On-site; USD 80,000 - 200,000; Full time

Benefits offered by this job

Licensing guidance

Training programs

Mentorship & coaching

Company-sponsored trips

Job summary

Vista Wealth Solutions is hiring Financial Advisors to help individuals, families, and business owners reach their financial goals. You’ll build your own practice with guidance, training, and mentorship while working within the MassMutual network.

You’ll advise on protection, retirement planning, wealth accumulation, and investments, aiming to grow a sustainable client base and professional standing. This role offers licensing support and career growth opportunities.

Qualifications

• Proven ability to build trust and maintain long-term client relationships.
• Strong communication and presentation skills.
• Willingness to develop new business and networks.

Responsibilities

• Build and develop relationships with clients and professionals.
• Meet clients to understand goals and concerns.
• Develop financial strategies and protection, retirement, and wealth plans.
• Grow and manage your own client base and practice.
• Participate in ongoing training, coaching, and development.

Skills

Relationship-building

Communication

Networking

Sales

Professional development

Job description

Vista Wealth Solutions is hiring Financial Advisors to help individuals, families, and business owners reach their financial goals. You’ll build your own practice with guidance, training, and mentorship while working within the MassMutual network.

You’ll advise on protection, retirement planning, wealth accumulation, and investments, aiming to grow a sustainable client base and professional standing. This role offers licensing support and career growth opportunities.