Vista Wealth · 8 hours ago
Financial Advisor
Radnor, PA
Full-time
Hybrid
Mid Level
$60K/yr - $200K/yrVista Wealth Solutions is currently seeking a limited number of candidates to join their firm. The role involves supporting and helping Advisors build, manage, and market their own brand while generating recurring revenue through various sources.
Financial Services
Responsibilities
Vista Wealth Solutions is currently seeking a limited number of candidates to join our firm
Fifty percent of our advisors under 40 are reaching remarkable heights, earning over $200,000
Our Advisors own their clients and data
We support and help our Advisors and teams build, manage, and market their own brand
We provide award-winning practice management technology and training
Our Advisors generate recurring revenue from a variety of sources through a non-captive contract and exposure to additional companies and product lines
Options to join an established team based on an individual’s background and skills
Qualification
Required
Candidates must be under 40 years old
Candidates must have the ability to own their clients and data
Candidates must be able to build, manage, and market their own brand
Candidates must be able to generate recurring revenue from a variety of sources
Candidates must be willing to work under a non-captive contract
Candidates must have exposure to additional companies and product lines
Candidates must have the option to join an established team based on their background and skills
Benefits
Award-winning practice management technology and training
Company
Vista Wealth
MassMutual Eastern Pennsylvania (MMEPA) 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.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Joseph Mallee
Chief Executive Officer
Company data provided by crunchbase