Wealth Management Advisor

Vista Wealth Solutions•Moosic, PA

44d

About The Position

Wealth Management Advisor Why VISTA? If you've built a strong book of business and are looking for a better home for your practice, we offer more than an affiliation method, we offer a genuine competitive advantage. VISTA was purpose-built for experienced advisors. You bring the relationships; we provide the infrastructure, resources, and operational support to help you serve clients better and grow faster than you could alone. Here's what that looks like in practice: Dedicated support teams handle operational and administrative work, so you stay focused on clients Open-architecture investment platform that preserves your independence — recommend solutions objectively, without product pressure Institutional-grade financial planning, portfolio management, and CRM tools — including RightCapital, MoneyGuidePro, and Wealthscape Collaborative access to internal specialists and external partners across tax, estate planning, and legal disciplines The backing of MassMutual and compliance framework through MML Investors Services, LLC — with the autonomy of a boutique firm The Role As a Wealth Management Advisor, you will manage and grow a client base of individuals and families — helping them build, preserve, and transition wealth across life stages. You'll have the freedom to run your practice the way you see fit, backed by the resources, compliance framework, and backed by the strength of MassMutual through MML Investors Services, LLC.

Requirements

Licenses required Series 7, Series 66, and Life, Accident & Health
Minimum 3 years in wealth management or financial services
Demonstrated track record in financial planning and investment portfolio management
Proven ability to build trust and sustain long-term client relationships
Strong analytical mindset with sound judgment and a results-driven approach
Clear, confident communicator — able to translate complex financial concepts for clients at any level of sophistication
Uncompromising commitment to integrity, ethical standards, and regulatory compliance
US Citizen or permanent resident
Ability to obtain required licenses and registrations

Responsibilities

Manage and grow a client base of individuals and families across wealth stages
Deliver comprehensive financial planning and investment management tailored to each client's goals
Collaborate with internal specialists and external partners across tax, legal, and estate disciplines
Operate within a fully supported, compliance-ready environment with autonomy over your practice