Financial Advisor: Launch Your Mentored Licensing Path

Vista Wealth Solutions; Upton (PA); On-site; USD 42,000 - 64,000; 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, is seeking December graduates and early-career professionals for a Financial Advisor role. Through hands-on training, mentorship, and licensing support, you'll learn to build client relationships and deliver personalized financial guidance while earning licenses and advancing your career.

Join a collaborative team where you’ll network, develop financial strategies across investments, insurance, and retirement planning, and help clients set and

Qualifications

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

Responsibilities

• Build professional relationships through networking and referrals.
• Learn to conduct client conversations to understand financial 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 foster long-term relationships.
• Continuously grow your financial knowledge 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

Vista Wealth Solutions, backed by MassMutual, is seeking December graduates and early-career professionals for a Financial Advisor role. Through hands-on training, mentorship, and licensing support, you'll learn to build client relationships and deliver personalized financial guidance while earning licenses and advancing your career.

Join a collaborative team where you’ll network, develop financial strategies across investments, insurance, and retirement planning, and help clients set and