Financial Advisor
Vista Wealth Solutions · Center Valley, PA · 2 wk ago
HybridFinance$70k–$120k/yrFull-time
About the role
Vista Wealth Solutions is where driven professionals come to build careers that matter. Backed by the strength of MassMutual, we invest in your growth from day one — providing the coaching, tools, and support structure to help you develop a practice rooted in expertise, trust, and long-term client impact. Here, you won't just learn the business — you'll build one that's yours.
What you'll do
- Build your client base through networking, referrals, and active community engagement
- Conduct thorough discovery conversations to understand clients' financial goals, priorities, and risk tolerance
- Design and present comprehensive financial strategies across investments, insurance, and planning
- Recommend solutions tailored to each client's unique situation and long-term objectives
- Deliver a consistently exceptional, relationship-first experience that earns trust and drives referrals
What you bring
- Self-Driven — you set goals, take initiative, and follow through
- Coachable - with a genuine commitment to professional development
- Motivated by making a real difference in people's financial lives
- Relationship - building, ability to connect and build lasting client relationships
- Eager to learn and grow— comfortable navigating new tools, environments, and situations
Licensing
We'll provide the licenses & study materials, guidance, and support to help you succeed. We'll support you in earning your Life and Health, SIE, Series 7, and Series 66 licenses, and more, giving you the credentials to build a rewarding career.
Compensation
We offer a competitive structure designed to reward your effort and reflect the value you bring to your clients and the firm.
- Not just commission compensation, bonuses, and incentives are included
- Practice allowances to support your ramp-up and ongoing operations
Benefits Included
- Medical
- Vision
- Dental
- 401(k)
- Disability