Wealth Management Advisor

Vista Wealth Solutions; Radnor (Delaware County); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

401(k)

Disability insurance

Job summary

Vista Wealth Solutions is seeking a Wealth Management Advisor in Delaware County, PA. The role involves managing and growing a client base, providing financial planning and investment management. Candidates must have active licenses and at least 3 years of experience in wealth management. The position offers competitive compensation, including a commission structure, practice allowances, and comprehensive benefits such as medical, dental, and vision insurance, along with a 401(k).

Qualifications

• Active Series 7, Series 66, and Life, Accident & Health licenses are required.
• Minimum of 3 years in wealth management or financial services.
• Experience in financial planning and investment portfolio management.

Responsibilities

• Manage and grow a client base of individuals and families.
• Deliver comprehensive financial planning and investment management.
• Collaborate with specialists across tax, legal, and estate planning.

Skills

Building trust and client relationships

Analytical mindset

Clear communication

Integrity and compliance

Job description

Wealth Management Advisor

As a Wealth Management Advisor, you will manage and grow a client base of individuals and families, helping them build, preserve, and transition wealth across life stages. You’ll have the freedom to run your practice the way you see fit—with the resources of a well-supported firm behind you.

What You’ll Do

You know this work. In short: manage and grow a client base, deliver comprehensive financial planning and investment management, and collaborate with specialists across tax, legal, and estate disciplines to provide truly integrated advice within a fully supported, compliance‑ready environment.

What You Bring

Required

• Active Series 7, Series 66, and Life, Accident & Health licenses
• Minimum of 3 years of experience in wealth management or financial services
• Demonstrated experience in financial planning and investment portfolio management

Skills & Attributes

• Proven ability to build trust and sustain long‑term client relationships
• Strong analytical mindset with sound judgment and a results‑driven approach
• Clear, confident communicator—able to translate complex financial concepts for clients at any level of financial sophistication
• Uncompromising commitment to integrity, ethical standards, and regulatory compliance

Compensation

We offer a competitive compensation structure designed to reward performance and recognize the value of an established practice:

• Competitive commission structure with performance-based bonuses
• Practice allowances to support your transition and ongoing operations
• Compensation structured to reflect the strength and scale of the book of business you bring

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)
• Disability insurance

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