Financial Advisor

Vista Wealth Solutions • Marlton, NJ

11d • Onsite

About The Position

Vista Wealth Solutions is where driven professionals come to build careers that matter. Backed by the strength of MassMutual, we invest in your growth from day one — providing the coaching, tools, and support structure to help you develop a practice rooted in expertise, trust, and long-term client impact. Here, you won't just learn the business — you'll build one that's yours. As a Financial Advisor, you'll grow a client base by delivering personalized advice across investments, insurance, and financial planning. You'll take time to understand each client's goals and design strategies that move them closer to long-term security — supported every step of the way by firm resources, mentorship, and a structured path toward licensing and advancement.

Requirements

• Life, Accident & Health license required to start
• SIE, Series 7, and Series 66 required within 6 months
• US Citizen or permanent resident
• Ability to obtain required licenses and registrations

Nice To Haves

• Self-driven and accountable — you set goals, take initiative, and follow through
• Coachable and growth-oriented, with a genuine commitment to professional development
• Motivated by making a real difference in people's financial lives
• Strong communicator with interpersonal skills to build lasting client relationships
• Adaptable and quick to learn — comfortable navigating new tools, environments, and situations

Responsibilities

• Build your client base through networking, referrals, and active community engagement
• Conduct thorough discovery conversations to understand clients' financial goals, priorities, and risk tolerance
• Design and present comprehensive financial strategies across investments, insurance, and planning
• Recommend solutions tailored to each client's unique situation and long-term objectives
• Deliver a consistently exceptional, relationship-first experience that earns trust and drives referrals

Benefits

• Licensing Support Provided
• Medical, vision, and dental insurance
• 401(k)
• Disability insurance
• Competitive commission with performance-based bonuses
• Practice allowances to support your ramp-up and ongoing operations
• Compensation that scales with your production and the book of business you build

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed