Intern - Summer 2027

Vista Wealth Solutions; Radnor (Delaware County); Sur place; USD 21 000 - 34 000; Plein temps

Résumé du poste

Vista Wealth Solutions is offering a Financial Services Professional Intern position. You will shadow experienced advisors, participate in a comprehensive training program, and gain exposure to licensing, client meetings, and strategies that improve clients’ financial security.

The internship includes collaboration with mentors, team trainings, and opportunities to contribute to projects that explore best practices in building a financial services business.

Qualifications

• US citizen or permanent resident
• Able to obtain the required licenses and registrations
• Pursuing a BA/BS and/or graduate degree
• Strong interpersonal and sales-focused mindset

Responsabilités

• Shadow seasoned financial advisors and participate in a robust training program
• Attend client meetings and contribute to case design and implementation discussions
• Participate in client annual reviews and events
• Collaborate with interns on a project researching best practices in building a financial service business

Connaissances

Relationship-building

Self-motivated

Goal-oriented

Presentation skills

Organizational skills

Formation

BA/BS and/or graduate degree

Outils

A360

EMoney

EZ-App

Coverpath

Description du poste

Job Description

Financial Services Professional Internship

If you’re looking to roll up your sleeves and discover what our work is all about – we have an internship for you! An internship with our firm provides hands‑on learning and builds the foundation you’ll need to become a full‑time Financial Professional. That means you will be doing real work with real impact from your first day on the job. Throughout your internship, you will learn how to assess clients’ needs and design strategies to set them on a path to greater financial security.

Supported by experienced professionals, you’ll be part of a team that will guide you as you develop and sharpen your sales skills and knowledge of the financial services landscape.

What will I be doing?

As a Financial Services Professional Intern, you will shadow seasoned financial advisors, participate in a robust training program, and gain exposure to many facets of the financial services industry. As an intern, you will:

• Obtain your Life and Health Insurance licenses.
• Gain exposure to Business Technology Tools, including A360, EMoney, EZ-App, and Coverpath
• Participate in client meetings, case design, implementation strategy discussions, client annual reviews, and events.
• Participate in team meetings and trainings, including weekly activity updates, professional development, and industry concepts.
• Collaborate with other interns to research and present a project based on best practices in building a financial service business.

Are there growth opportunities?

Absolutely! You can continue your internship part-time throughout the school year and join us full-time after graduation.

What are the requirements?

We’re looking for people who have a track record of success and share our core values:

• Accountability: Take ownership of outcomes by finding solutions, not excuses.
• Ambition: Strive for excellence, even when excellence resides outside our comfort zone.
• Coachability: Receive all feedback as a gift.
• Integrity: Honor commitments to our clients, ourselves, and our team members.

Who do you need to be?

• A strong relationship-builder who takes a people-first approach.
• A self‑motivated and goal-oriented individual with a strong work ethic
• An eager learner with a professional demeanor, excellent presentation, and organizational skills
• A candidate for BA/BS and/or graduate degree.

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

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.