Junior Financial Advisor: Mentorship & Licensing Path

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

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.