Vista Wealth Solutions · 4 weeks ago
Jr Financial Planners
Radnor, PA
Full-time
Hybrid
New Grad, Entry LevelVista Wealth Solutions is a financial services firm that focuses on helping clients prepare for pivotal life events. As a Financial Services Professional, you will assist individuals in navigating financial challenges and have access to comprehensive training and development programs.
Financial Services
No H1B
U.S. Citizen OnlyHiring Manager
Erica Ng
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, and develop your skills as you pursue your career goals
Qualification
Required
Must be a U.S. citizen or permanent resident
Ability to obtain required licenses and registrations
Track record of success
Accountability: Take ownership over 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 our 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.
Founded in 1886
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase