Financial Advisor (Fall/Recent Graduates, Early Acceptance)

Vista Wealth Solutions•Radnor, PA

10d

About The Position

Vista Wealth Solutions, backed by MassMutual, offers recent graduates and early-career professionals training, mentorship, and support to develop careers in financial services. No prior financial services experience is required. The role provides hands-on training and real-world experience to help advisors build client relationships and provide personalized financial guidance. Advisors receive resources and guidance to pursue industry licenses and ongoing mentorship for long-term career development. Compensation includes performance-based opportunities, bonuses and incentives, practice allowances, and potential for advancement and income growth. Applicants must be U.S. citizens or permanent residents and able to obtain the required licenses and registrations.

Requirements

Bachelor's degree completed or in progress; all majors are encouraged to apply.
Motivation and goal orientation, with willingness to take ownership of career growth.
Coachability and openness to feedback and continuous learning.
Strong communication skills and ability to build meaningful relationships.
Motivation to help others achieve financial confidence.
Adaptability, curiosity, and eagerness to learn new concepts, technologies, and professional skills.
Initiative and willingness to step outside one's comfort zone and embrace new opportunities.
U.S. citizenship or permanent residency.
Ability to obtain required licenses and registrations.

Nice To Haves

Previous experience in finance, sales, business development, or client service is helpful but not required.
Recent graduate or early-career professional.

Responsibilities

Build professional relationships through networking, referrals, and community involvement.
Learn to conduct client conversations to understand financial goals, priorities, and needs.
Assist in developing financial strategies that may include investments, insurance, and retirement planning.
Present recommendations and solutions tailored to each client's situation.
Deliver outstanding client service and help create long-term, trusted relationships.
Continuously develop financial knowledge, business skills, and a professional network.