Job Description
Financial Advisor
Vista Wealth Solutions | MassMutual
Multiple Locations: Greater Philadelphia, Horsham/Montgomery County, Lehigh Valley, Northeast Pennsylvania, South Jersey & Delaware
As a Financial Advisor, you will work directly with individuals, families, and business owners to understand their financial goals and develop strategies designed to help them protect what matters most, build wealth, and prepare for the future.
This is a career opportunity for someone who enjoys developing relationships, building a professional network, and creating a business with long-term growth potential.
What You'll Do
• 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 areas such as financial protection, retirement planning, wealth accumulation, investments, and long-term financial strategies.
• Develop and maintain a strong network of clients, referrals, and centers of influence.
• Build and manage your own 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.
Who We're Looking For
We are interested in professionals from a variety of backgrounds, including both experienced financial advisors and career changers.
• Strong interpersonal and relationship-building skills.
• Excellent communication and presentation abilities.
• A strong work ethic and willingness to develop new business.
• The ability to build trust and maintain long-term professional relationships.
• Motivation to establish and grow a financial services practice.
• A commitment to professional development and continued learning.
• High standards of integrity and professionalism.
Experience in financial services, insurance, banking, investments, sales, business development, or relationship management is valuable but not required for every candidate.
Licensing & Professional Development
Candidates who are not currently licensed will receive guidance and support throughout the licensing process.
Depending on the position and career path, required securities licensing may include the SIE, Series 7, and Series 66, along with applicable insurance licenses. Licensing requirements and timelines will be discussed during the recruiting process.
We provide access to training, coaching, mentorship, and resources designed to help professionals successfully transition into and grow within the financial services industry.
Compensation & Earning Potential
Estimated earning potential: $80,000-$200,000+ annually
This is designed for professionals who want to build and grow their own financial services practice. Compensation is not a guaranteed salary and may include commissions, bonuses, incentives, and other forms of compensation based on individual production, business development, and eligibility for applicable programs and teaming opportunities. As advisors grow their practices, there is potential to earn above the stated range.
Our Locations
• Greater Philadelphia - Radnor and Center City
• Horsham / Montgomery County
• Lehigh Valley - Center Valley and Allentown
• Northeast Pennsylvania - Scranton and surrounding markets
• South Jersey
• Delaware
Candidates may be considered for the office or market that best aligns with their location and business-development opportunities.
Take the Next Step
If you are looking for an opportunity where you can combine relationship building, financial guidance, entrepreneurship, and professional growth, we would welcome the opportunity to learn more about you.
Apply today to explore a career as a Financial Advisor with Vista Wealth Solutions.
#LI-EN1
#LI-GP1
