Financial Advisor

Vista Wealth Solutions • New Castle, PA

12d

About The Position

Vista Wealth Solutions is seeking motivated professionals to join its team as Financial Advisors. The opportunity is open to experienced financial professionals who want to grow their practices and successful professionals considering a career change. The organization provides resources, training, mentorship, and support to help advisors build a career in financial services.

Financial Advisors work directly with individuals, families, and business owners to understand their financial goals and develop strategies to help protect assets, build wealth, and prepare for the future. The role is suited to someone who enjoys developing relationships, building a professional network, and creating a business with long-term growth potential. Advisors build and manage their own client base and financial services practice, with access to training, coaching, licensing guidance, business development resources, and the strength of the MassMutual organization.

Estimated earning potential is $80,000–$200,000+ annually. Compensation is not a guaranteed salary and may include commissions, bonuses, incentives, and other compensation based on individual production, business development, and eligibility for applicable programs and teaming opportunities. Advisors may earn above the stated range as their practices grow.

Requirements

• Strong interpersonal and relationship-building skills.
• Excellent communication and presentation abilities.
• A strong work ethic and willingness to develop new business.
• Ability to build trust and maintain long-term professional relationships.
• Motivation to establish and grow a financial services practice.
• Commitment to professional development and continued learning.
• High standards of integrity and professionalism.
• Candidates who are not currently licensed must pursue applicable licensing with guidance and support; depending on the position and career path, this may include the SIE, Series 7, Series 66, and applicable insurance licenses.

Nice To Haves

• Experience in financial services, insurance, banking, investments, sales, business development, or relationship management is valuable, but is not required for every candidate.
• Experience as a financial advisor or other financial professional.

Responsibilities

• Build and develop relationships with individuals, families, business owners, and professionals.
• Meet with clients to understand their financial goals, priorities, and concerns.
• Help clients develop financial strategies based on their individual needs and objectives.
• Provide guidance in financial protection, retirement planning, wealth accumulation, investments, and long-term financial strategies.
• Develop and maintain a network of clients, referrals, and centers of influence.
• Build and manage an individual client base and financial services practice.
• Participate in ongoing training, coaching, mentoring, and professional development.
• Work collaboratively with experienced financial professionals and leadership.
• Maintain appropriate industry licensing and professional standards.

Benefits

• Training and professional development.
• Coaching and mentorship from experienced professionals.
• Licensing guidance and sponsorship for applicable licensing requirements.
• Business development resources and support.
• A collaborative professional environment.
• Opportunities for recognition and incentive programs, including eligibility to qualify for company-sponsored trips.
• Resources and support from the MassMutual organization.
• Long-term opportunities for professional and business growth.

What This Job Offers

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