Financial Advisor: Launch Your Career with Mentorship & Licensing

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

Benefits offered by this job

Comprehensive training

Licensing support

Career growth

MassMutual backing

Meaningful work

Collaborative culture

Job summary

Vista Wealth Solutions is seeking motivated individuals to become Financial Advisors with December graduates and early-career professionals welcome. You'll receive hands-on training, licensing support, and mentorship to build client relationships and deliver personalized financial guidance.

No prior experience required; the role focuses on learning, growth, and helping clients achieve long-term financial goals in a supportive, team-oriented environment.

Qualifications

• Bachelor's degree completed or in progress
• Recent graduates and early-career professionals welcome
• US citizen or permanent resident capable of licenses and registrations

Responsibilities

• Build professional relationships through networking and referrals
• Learn how to conduct client conversations to understand goals and needs
• Assist in developing financial strategies including investments, insurance and retirement planning
• Present recommendations and solutions tailored to each client's situation
• Deliver outstanding client service and help create long-term relationships
• Continuously develop financial knowledge and professional network

Skills

Motivated

Goal‑Oriented

Coachable

Strong Communicators

Purpose‑driven

Adaptable

Curious

Initiative‑Takers

Education

Bachelor's degree

Tools

Life & Health License

SIE

FINRA Series 7

FINRA Series 66

Job description

Vista Wealth Solutions is seeking motivated individuals to become Financial Advisors with December graduates and early-career professionals welcome. You'll receive hands-on training, licensing support, and mentorship to build client relationships and deliver personalized financial guidance.

No prior experience required; the role focuses on learning, growth, and helping clients achieve long-term financial goals in a supportive, team-oriented environment.