Wealth Management Advisor
Vista Wealth Solutions · Allentown, PA · 1 wk ago
HybridFull-time
The Role
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, backed by the resources, compliance framework, and backed by the strength of MassMutual through MML Investors Services, LLC.
What You’ll Do
- Manage and grow a client base of individuals and families across wealth stages
- Deliver comprehensive financial planning and investment management tailored to each client's goals
- Collaborate with internal specialists and external partners across tax, legal, and estate disciplines
- Operate within a fully supported, compliance-ready environment with autonomy over your practice
What You Bring
- Licenses required: Series 7, Series 66, and Life, Accident & Health
- Experience: Minimum 3 years in wealth management or financial services, Demonstrated track record 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 sophistication, Uncompromising commitment to integrity, ethical standards, and regulatory compliance
Compensation
We offer a competitive structure designed to reward performance and recognize the value of an established practice. Competitive commission with performance-based bonuses, Practice allowances to support your transition and ongoing operations, Compensation scaled to the strength and size of the book of business you bring
Benefits
- Medical, vision, and dental insurance
- 401(k)
- Disability insurance