Financial Planner

About the role

Vista Wealth Solutions is seeking motivated professionals to join our team as a Financial Planner, providing a holistic approach to clients. Whether you are an experienced financial professional looking to grow your practice or a successful professional considering a career change, we offer resources, training, mentorship, and support to help you build a meaningful career in financial services. As a Financial Planner, you will work directly with individuals, families, and business owners to understand their financial goals and develop strategies to protect what matters most, build wealth, and prepare for the future. This role is ideal for someone who enjoys developing relationships, building a professional network, and creating a business with long-term growth potential. Locations include Greater Philadelphia (Radnor and Center City), Horsham/Montgomery County, Lehigh Valley (Center Valley and Allentown), Northeast Pennsylvania (Scranton and surrounding area), South Jersey, and Delaware.

Responsibilities

• Build and develop relationships with individuals, families, business owners, and professionals.
• Meet with clients to understand their financial goals, priorities, and concerns.
• Help clients develop financial strategies based on their individual needs and objectives.
• Provide guidance in areas such as financial protection, retirement planning, wealth accumulation, investments, and long-term financial strategies.
• Develop and maintain a strong network of clients, referrals, and centers of influence.
• Build and manage your own client base and financial services practice.
• Participate in ongoing training, coaching, mentoring, and professional development.
• Work collaboratively with experienced financial professionals and leadership.
• Maintain appropriate industry licensing and professional standards.

Qualifications

• Strong interpersonal and relationship-building skills.
• Excellent communication and presentation abilities.
• A strong work ethic and willingness to develop new business.
• Ability to build trust and maintain long-term professional relationships.
• Motivation to establish and grow a financial services practice.
• Commitment to professional development and continued learning.
• High standards of integrity and professionalism.
• Experience in financial services, insurance, banking, investments, sales, business development, or relationship management is valuable but not required for every candidate.
• Candidates who are not currently licensed will receive guidance and support throughout the licensing process; required securities licensing may include the SIE, Series 7, and Series 66, along with applicable insurance licenses.

Benefits

• Training and professional development.
• Coaching and mentorship from experienced professionals.
• Licensing guidance and sponsorship for applicable licensing requirements.
• Business development resources and support.
• A collaborative professional environment.
• Opportunities for recognition and incentive programs, including the ability to qualify for company-sponsored trips.
• Access to the resources and strength of the MassMutual organization while developing an individual financial services practice.
• Long-term opportunities for professional and business growth.

Pay

Estimated earning potential: $80,000–$200,000+ annually. Compensation is not a guaranteed salary and may include commissions, bonuses, incentives, and other forms of compensation based on individual production, business development, and eligibility for applicable programs and teaming opportunities. As advisors grow their practices, there is potential to earn above the stated range.