Financial Planner

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

Benefits offered by this job

Training and professional development

Coaching and mentorship

Licensing guidance and sponsorship

Business development resources

Collaborative environment

Incentive programs and company trips

Part of MassMutual network

Job summary

Vista Wealth Solutions is seeking motivated professionals to join our team as a Financial Planner, offering a holistic approach to clients. You will work with individuals, families, and business owners to understand goals and develop strategies to protect what matters, build wealth, and prepare for the future.

This role emphasizes building relationships, developing a professional network, and growing your own client base, with ongoing training and licensing guidance provided.

Qualifications

• Strong interpersonal and relationship-building skills.
• Excellent communication and presentation abilities.
• A strong work ethic and willingness to develop new business.
• The ability to build trust and maintain long-term professional relationships.
• Motivation to establish and grow a financial services practice.
• A commitment to professional development and continued learning.
• High standards of integrity and professionalism.

Responsibilities

• Build and develop relationships with individuals, families, business owners, and professionals.
• Meet with clients to understand their financial goals, priorities, and concerns.
• Help clients develop financial strategies based on their needs and objectives.
• Provide guidance in areas such as financial protection, retirement planning, wealth accumulation, investments, and long-term strategies.
• Develop and maintain a strong network of clients, referrals, and centers of influence.
• Build and manage your own client base and financial services practice.
• Participate in ongoing training, coaching, mentoring, and professional development.
• Work collaboratively with experienced financial professionals and leadership.
• Maintain appropriate industry licensing and professional standards.

Skills

Interpersonal skills

Communication

Relationship building

Business development

Networking

Sales mindset

Job description

Financial Planner

Vista Wealth Solutions | MassMutual

Multiple Locations: Greater Philadelphia, Horsham/Montgomery County, Lehigh Valley, Northeast Pennsylvania, South Jersey & Delaware

Build a Career. Build a Business. Make an Impact.

Vista Wealth Solutions is seeking motivated professionals to join our team as a Financial Planner, balanced advisor providing a holistic approach to clients. Whether you are an experienced financial professional looking for an opportunity to grow your practice or a successful professional considering a career change, we provide the resources, training, mentorship, and support to help you build a meaningful career in financial services.

As a Financial Planner, you will work directly with individuals, families, and business owners to understand their financial goals and develop strategies designed to help them protect what matters most, build wealth, and prepare for the future.

This is a career opportunity for someone who enjoys developing relationships, building a professional network, and creating a business with long-term growth potential.

What You’ll Do

• Build and develop relationships with individuals, families, business owners, and professionals.
• Meet with clients to understand their financial goals, priorities, and concerns.
• Help clients develop financial strategies based on their individual needs and objectives.
• Provide guidance in areas such as financial protection, retirement planning, wealth accumulation, investments, and long-term financial strategies.
• Develop and maintain a strong network of clients, referrals, and centers of influence.
• Build and manage your own client base and financial services practice.
• Participate in ongoing training, coaching, mentoring, and professional development.
• Work collaboratively with experienced financial professionals and leadership.
• Maintain appropriate industry licensing and professional standards.

Who We’re Looking For

We are interested in professionals from a variety of backgrounds, including both experienced financial advisors and career changers.

• Strong interpersonal and relationship-building skills.
• Excellent communication and presentation abilities.
• A strong work ethic and willingness to develop new business.
• The ability to build trust and maintain long-term professional relationships.
• Motivation to establish and grow a financial services practice.
• A commitment to professional development and continued learning.
• High standards of integrity and professionalism.

Experience in financial services, insurance, banking, investments, sales, business development, or relationship management is valuable but not required for every candidate.

Licensing & Professional Development

Candidates who are not currently licensed will receive guidance and support throughout the licensing process.

Depending on the position and career path, required securities licensing may include the SIE, Series 7, and Series 66, along with applicable insurance licenses. Licensing requirements and timelines will be discussed during the recruiting process.

We provide access to training, coaching, mentorship, and resources designed to help professionals successfully transition into and grow within the financial services industry.

Why Vista Wealth Solutions?

• Training and professional development.
• Coaching and mentorship from experienced professionals.
• Licensing guidance and sponsorship for applicable licensing requirements.
• Business development resources and support.
• A collaborative professional environment.
• Opportunities for recognition and incentive programs, including the ability to qualify for company-sponsored trips.
• The resources and strength of the MassMutual organization while developing an individual financial services practice.
• Long-term opportunities for professional and business growth.

Compensation & Earning Potential

Estimated earning potential: $80,000–$200,000+ annually

This is designed for professionals who want to build and grow their own financial services practice. Compensation is not a guaranteed salary and may include commissions, bonuses, incentives, and other forms of compensation based on individual production, business development, and eligibility for applicable programs and teaming opportunities. As advisors grow their practices, there is potential to earn above the stated range.

Our Locations

• Greater Philadelphia – Radnor and Center City
• Horsham / Montgomery County
• Lehigh Valley – Center Valley and Allentown
• Northeast Pennsylvania – Scranton and surrounding area
• South Jersey
• Delaware

Candidates may be considered for the office or market that best aligns with their location and business-development opportunities.

Take the Next Step

If you are looking for an opportunity where you can combine relationship building, financial guidance, entrepreneurship, and professional growth, we would welcome the opportunity to learn more about you.