Wealth Management Advisor

Vista Wealth Solutions•Moosic, PA

About The Position

Wealth Management Advisor Why Join Us? 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—we offer a genuine competitive advantage. VISTA was built specifically around the needs of experienced advisors. Our model is straightforward: you bring relationships; we provide the infrastructure, resources, and operational support to help you serve those clients better and grow your practice faster than you could alone. Here’s what that looks like in practice: Dedicated support teams that handle operational and administrative work so you can stay focused on clients An open-architecture investment platform that preserves your independence and lets you recommend solutions objectively, without product pressure Access to 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, so you can deliver truly integrated advice Backed by the strength of MassMutual, compliance framework, and resources through MML Investors Services, LLC (Broker-Dealer)—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—with the resources of a well-supported firm behind you. What You’ll Do You know this work. In short: manage and grow a client base, deliver comprehensive financial planning and investment management, and collaborate with specialists across tax, legal, and estate disciplines to provide truly integrated advice within a fully supported, compliance-ready environment.

Requirements

Active Series 7, Series 66, and Life, Accident & Health licenses
Minimum of 3 years of experience in wealth management or financial services
Demonstrated experience 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 financial 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, helping them build, preserve, and transition wealth across life stages.
Deliver comprehensive financial planning and investment management.
Collaborate with specialists across tax, legal, and estate disciplines to provide truly integrated advice within a fully supported, compliance-ready environment.