Financial Advisor (Delaware)

About The Opportunity

As a Financial Advisor, you'll partner with individuals, families, and business owners to help them achieve their financial goals. Through personalized planning and strategic recommendations, you'll guide clients in areas such as investments, insurance, retirement planning, and wealth management. You'll have the independence to grow your practice while benefiting from the support of experienced mentors, established systems, and a clear path toward licensing, professional development, and long-term success.

Responsibilities

• Build and grow your client base through networking, referrals, community involvement, and relationship-building activities
• Conduct in-depth discovery meetings to understand clients' financial goals, priorities, and risk tolerance
• Develop customized financial strategies that address investment, insurance, retirement, and wealth-planning needs
• Present recommendations tailored to each client's objectives and evolving life circumstances
• Deliver an exceptional client experience that fosters trust, retention, and long-term relationships
• Stay current on industry trends, products, and planning strategies to better serve clients

Requirements

Skills & Attributes We're Looking For

• Self-motivated, goal-oriented, and driven to succeed
• Coachable and committed to ongoing learning and professional growth
• Passionate about helping others achieve financial confidence and security
• Strong communicators who excel at building meaningful relationships
• Entrepreneurial-minded and comfortable developing their own book of business
• Adaptable, resilient, and eager to take on new challenges

Licensing Requirements

• Life, Accident & Health License required at start
• Securities Industry Essentials (SIE), Series 7, and Series 66 licenses required within six months of hire
• Licensing support, training, and resources provided throughout the process

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

Pay

We offer a highly competitive compensation structure designed to reward performance, business growth, and long-term client relationships.

• Competitive commission-based compensation
• Performance-based bonus opportunities
• Practice and business development allowances
• Earnings potential that grows alongside the client relationships and business you build

Benefits

• Medical, dental, and vision insurance
• 401(k) retirement plan
• Disability insurance
• Professional training and development support
• Access to mentorship and coaching from experienced financial professionals

Why Vista Wealth Solutions?

Joining Vista means gaining the backing of a respected MassMutual firm while maintaining the flexibility and entrepreneurial freedom to build your own practice. You'll be supported by a collaborative team, proven resources, and a culture focused on growth, integrity, and client success.