Vista Wealth Solutions · 4 days ago
Financial Services Professional
Vista Wealth Solutions is seeking a Financial Services Professional to join their team. In this role, you will help clients navigate financial challenges and have access to comprehensive training and mentorship to develop your career in financial services.
Financial Services
Responsibilities
Help people navigate challenges like preparing for retirement, saving for college, and more
Be part of a team of professionals who will guide you
Help you through challenges
Develop your skills as you pursue your career goals
Have access to comprehensive training and development programs
Participate in a mentorship program with seasoned advisors
Utilize a diverse network of experienced advisors
Receive dynamic marketing support and services
Leverage world-class product solutions
Use leading-edge technology
Follow a road map for success
Qualification
Required
Must be a US citizen or permanent resident
Able to obtain the required licenses and registrations
Track record of success
Accountability: Take ownership of outcomes by finding solutions, not excuses
Ambition: Strive for excellence, even when excellence resides outside our comfort zone
Coachability: Receive all feedback as a gift
Integrity: Honor commitments to our clients, ourselves, and team members
Benefits
Medical coverage plus Dental and Vision
Life and Accidental Death and Dismemberment
Short- & Long-Term Disability
Health Spending Accounts (HSA)
Total Retirement Savings Program ( 401(k) and non-qualified thrift plan)
Top Producer Incentives
Adoption Assistance
Company
Vista Wealth Solutions
MassMutual Greater Philadelphia (MMGP) is now Vista Wealth Solutions! At Vista Wealth Solutions, we help clients see more of the life they want, providing transparent guidance, educational insights, and customized strategies aligned to each person’s goals.
Funding
Current Stage
Growth StageCompany data provided by crunchbase