Vista Wealth Solutions · 3 weeks ago
Financial Advisor
Horsham, PA
Full-time
Hybrid
Entry, Mid Level
$200K/yr - $200K/yrVista Wealth Solutions is excited to welcome passionate individuals to join their team as Financial Advisors. The role involves taking ownership of clients and data while receiving support in building and marketing one's own brand.
Financial Services
Responsibilities
You’ll have full ownership of your clients and data
Helping you build, manage, and market your own brand with the support of our amazing team!
Create recurring revenue from various sources through a flexible, non-captive contract
Access to a wide range of companies and products
Join established teams that match your skills and background
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
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
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