Vista Wealth Solutions · 6 hours ago
Financial Advisor
Center Valley, PA
Full-time
Hybrid
New Grad, Entry Level
$200K/yr - $200K/yrVista Wealth Solutions is excited to welcome passionate individuals to join their team as Financial Advisors. The role involves building, managing, and marketing your own brand with the support of a dedicated team, offering personalized training and access to various financial products.
Financial Services
Responsibilities
At Vista Wealth Solutions, we’re excited to welcome a few passionate individuals to join our team!
You’ll have full ownership of your clients and data
We’re all about helping you build, manage, and market your own brand with the support of our amazing team!
Our award-winning practice management technology and training will set you up for success
You can create recurring revenue from various sources through a flexible, non-captive contract, giving you access to a wide range of companies and products
Plus, there are opportunities to join established teams that match your skills and background!
Enjoy highly competitive, performance-based compensation, plus a full benefits package
Receive personalized, comprehensive training and ongoing support
Gain access to in-house specialists and training on topics like Fee-Based Wealth Management, Estate Planning, Business Planning, and High Net Worth Strategies
Collaborate with our in-house Financial Planning Department and Business Valuation experts
Discover opportunities for advancement and management roles
Experience a work-life balance that many financial careers lack
You will receive support that is unparalleled with in the industry
Qualification
Required
You have an entrepreneurial spirit
You strive to be better than your peers
You're passionate about helping and educating others
You're willing to work hard now for long-term success
Benefits
Highly competitive, performance-based compensation
Full benefits package
Personalized, comprehensive training and ongoing support
Access to in-house specialists and training on topics like Fee-Based Wealth Management, Estate Planning, Business Planning, and High Net Worth Strategies
Collaboration with in-house Financial Planning Department and Business Valuation experts
Opportunities for advancement and management roles
Work-life balance that many financial careers lack
Complete benefits package
Support that is unparalleled within the industry
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.
Founded in 1886
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase