Financial Advisor (Fall/Recent Graduates, Early Acceptance)

Vista Wealth Solutions; Radnor (Delaware County); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Disability Coverage

Job summary

Vista Wealth Solutions, backed by MassMutual, invites recent graduates and early-career professionals to start a rewarding financial advisory career. Through hands-on training, mentorship, and a structured path to licenses, you will learn to build client relationships and deliver personalized guidance.

No prior financial services experience is required—we're looking for motivated individuals who want to learn and grow within a collaborative, purpose-driven team.

Qualifications

• Bachelor's degree required or in progress; all majors encouraged to apply
• Recent graduates and early-career professionals are welcome
• No prior financial services experience required; motivated learners encouraged to apply

Responsibilities

• Build professional relationships through networking, referrals, and community involvement
• Learn how to conduct client conversations to understand financial goals, priorities, and needs
• Assist in developing financial strategies that may include investments, insurance, and retirement planning
• Present recommendations and solutions tailored to each client's unique situation
• Deliver outstanding client service and help create long-term, trusted relationships
• Continuously develop your financial knowledge, business skills, and professional network

Skills

Motivated and Goal-Oriented

Coachable

Strong Communicators

Driven by Purpose

Adaptable and Curious

Initiative-Takers

Education

Bachelor's degree completed or in progress

Job description

Financial Advisor (Fall/Recent Graduates, Early Acceptance)

About Vista Wealth Solutions

At Vista Wealth Solutions, we believe great financial advisors aren't born—they're developed. Backed by the strength and stability of MassMutual, we provide the training, mentorship, and support needed to help ambitious recent graduates and early-career professionals launch successful, rewarding careers.

From your first day, you'll have access to experienced mentors, professional development resources, and a structured path to earning industry licenses and building your expertise. If you're looking for an opportunity to learn, grow, and make a meaningful difference in people's lives, this could be the perfect place to start. Join our collaborative team and begin building a career with purpose.

Why Vista Wealth Solutions?

• Comprehensive training and mentorship
• Industry licensing support
• Career growth opportunities
• Backing of a respected financial services organization
• Meaningful work helping clients achieve their financial goals
• Collaborative and supportive team culture

The Opportunity

As a Financial Advisor, you'll learn how to help individuals and families make informed financial decisions and work toward their long-term goals. Through hands-on training, mentorship, and real-world experience, you'll develop the skills needed to build strong client relationships and deliver personalized financial guidance.

No prior financial services experience is required—we're looking for motivated individuals with a desire to learn and grow.

What You'll Do

With training and support, you will:

• Build professional relationships through networking, referrals, and community involvement
• Learn how to conduct client conversations to understand financial goals, priorities, and needs
• Assist in developing financial strategies that may include investments, insurance, and retirement planning
• Present recommendations and solutions tailored to each client's unique situation
• Deliver outstanding client service and help create long-term, trusted relationships
• Continuously develop your financial knowledge, business skills, and professional network

What We're Looking For

Education

• Bachelor's degree completed or in progress (all majors encouraged to apply)
• Recent graduates and early-career professionals are welcome

Skills & Attributes

We're looking for candidates who are:

• Motivated and Goal-Oriented – excited to build a successful career and take ownership of their growth
• Coachable – open to feedback and committed to continuous learning
• Strong Communicators – able to connect with others and build meaningful relationships
• Driven by Purpose – motivated by helping others achieve financial confidence
• Adaptable and Curious – eager to learn new concepts, technologies, and professional skills
• Initiative-Takers – willing to step outside their comfort zone and embrace new opportunities

Previous experience in finance, sales, business development, or client service is helpful 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 and ongoing mentorship to help you build a long-term career in financial services.

Compensation & Growth

We offer a competitive compensation structure designed to support your success as you build your career.

• Performance-based compensation opportunities
• Bonuses and incentives
• Practice allowances to support your professional development and business growth
• Significant advancement and income-growth potential

Benefits

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

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

If you're a recent graduate or early-career professional looking for more than just a job, join Vista Wealth Solutions and begin building a career that can make a lasting impact on the lives of others—and your own future.

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