Vista Wealth Solutions · 1 day ago
Wealth Manager
Allentown, PA
Full-time
Hybrid
Mid Level
$200K/yr - $200K/yrVista Wealth Solutions is seeking passionate individuals to join their team as Financial Planners/Wealth Managers. The role involves building, managing, and marketing your own brand while providing personalized financial planning services to clients.
Financial Services
Responsibilities
You’ll have full ownership of your clients and data
Help 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
Join established teams that match your skills and background
Collaborate with our in-house Financial Planning Department and Business Valuation experts
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