Financial Advisor
Vista Wealth Solutions
Financial Advisor (Fall/Recent Graduates, Early Acceptance) About Vista Wealth Solutions At Vista Wealth Solutions, we believe great financial advisors aren't born—they're developed. Backed by the strength and stability of MassMutual, we provide the training, mentorship, and support needed to help ambitious recent graduates and early-career professionals launch successful, rewarding careers. From your first day, you'll have access to experienced mentors, professional development resources, and a structured path to earning industry licenses and building your expertise. If you're looking for an opportunity to learn, grow, and make a meaningful difference in people's lives, this could be the perfect place to start. Join our collaborative team and begin building a career with purpose. Why Vista Wealth Solutions? Comprehensive training and mentorship Industry licensing support Career growth opportunities Backing of a respected financial services organization Meaningful work helping clients achieve their financial goals Collaborative and supportive team culture The Opportunity As a Financial Advisor, you'll learn how to help individuals and families make informed financial decisions and work toward their long-term goals. Through hands-on training, mentorship, and real-world experience, you'll develop the skills needed to build strong client relationships and deliver personalized financial guidance. No prior financial services experience is required—we're looking for motivated individuals with a desire to learn and grow. What You'll Do With training and support, you will: Build professional relationships through networking, referrals, and community involvement Learn how to conduct client conversations to understand financial goals, priorities, and needs Assist in developing financial strategies that may include investments, insurance, and retirement planning Present recommendations and solutions tailored to each client's unique situation Deliver outstanding client service and help create long-term, trusted relationships Continuously develop your financial knowledge, business skills, and professional network What We're Looking For Education Bachelor's degree completed or in progress (all majors encouraged to apply) Recent graduates and early-career professionals are welcome Skills & Attributes We're looking for candidates who are: Motivated and Goal-Oriented – excited to build a successful career and take ownership of their growth Coachable – open to feedback and committed to continuous learning Strong Communicators – able to connect with others and build meaningful relationships Driven by Purpose – motivated by helping others achieve financial confidence Adaptable and Curious – eager to learn new concepts, technologies, and professional skills Initiative-Takers – willing to step outside their comfort zone and embrace new opportunities Previous experience in finance, sales, business development, or client service is helpful but not required. Licensing & Professional Development We'll provide the resources, study materials, training, and support necessary to help you earn key industry licenses, including: Life & Health Insurance License Securities Industry Essentials (SIE) FINRA Series 7 FINRA Series 66 You’ll receive guidance throughout the licensing process and ongoing mentorship to help you build a long-term career in financial services. Compensation & Growth We offer a competitive compensation structure designed to support your success as you build your career. Performance-based compensation opportunities Bonuses and incentives Practice allowances to support your professional development and business growth Significant advancement and income-growth potential Benefits Eligible advisors have access to a comprehensive benefits package, including: Medical Insurance Dental Insurance Vision Insurance 401(k) Retirement Plan Disability Coverage If you're a recent graduate or early-career professional looking for more than just a job, join Vista Wealth Solutions and begin building a career that can make a lasting impact on the lives of others—and your own future. To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations. #J-18808-Ljbffr
- ...MassMutual, you'll receive the training, mentorship, and business development support needed to grow a successful financial practice. Whether you're an experienced advisor looking for a stronger platform or a motivated professional ready to enter the industry, we'll help you...SuggestedPermanent employment
$72.28k - $108.16k
...dialogue with your recruiter who can provide you more specific details for this role. Line of Business TD Wealth Job Description The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial...Suggested- ...WealthBridge Financial Group in Riverhead, NY seeks motivated Financial Professionals to join and build their own practice with support from an experienced network. You will develop customized financial strategies for individuals, families, and business owners, focusing...Suggested
$28.85 - $33.65 per hour
...Bank Of America Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...SuggestedHourly payTemporary workWork at officeFlexible hoursDay shift- ...career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping...SuggestedFlexible hours
- ...applying for any new position.** Acknowledge ( **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Work at officeFlexible hoursShift workWeekend workDay shift
$70k - $100k
A financial services agency in Selden, NY is seeking a Financial Services Representative to assist clients with financial planning and insurance strategies. The ideal candidate should possess a Life & Health license and FINRA Series 6/63/65. Responsibilities include consulting...Full timeFlexible hours- TD Bank in Medford, NY is seeking a Financial Advisor for a three-year program designed to provide financial planning guidance and investment management solutions. The FA will serve as the central contact, building client relationships and delivering planning services to...
- Bank of America in the United States seeks a Financial Advisor to provide comprehensive guidance and tailored solutions to clients, helping them achieve financial goals. You will triage leads, refer to partners based on client needs, meet with clients to review goals, build...
- Suffolk Credit Union is seeking a Personal Banker II to deliver outstanding member service, educate about products, and build lasting relationships. You will identify cross-sell opportunities and refer members to lending and wealth management, while maintaining accuracy...
- Suffolk Credit Union in New York is seeking a Personal Banker II to deliver exceptional service and deepen member relationships. You will educate members on products, process transactions, and identify cross-sell opportunities to support retail banking goals. The role requires...Flexible hours
- Bank of America is seeking a client-focused Financial Center Associate to help uncover personal banking needs for individual and small business clients. You will support self-service and transactional activities, connect clients with specialists, and proactively follow...Weekend work
- State Farm Insurance Agent John Fischer in Selden, NY seeks an experienced financial services professional to consult on financial planning, life and health insurance, and long-term protection strategies for clients. This role emphasizes meaningful client conversations,...
- ...Bank of America’s Merrill Wealth Management is seeking a Merrill Advisor Development Program participant to work with high-net-worth individuals, identify needs, and deliver comprehensive recommendations aligned with clients’ goals. You will collaborate with Merrill teams...
- ...Personal Banker I - Teller At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive benefits, including health plans, 401(k) matching, and support for work...Local areaFlexible hoursNight shift
- ...JPMorgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment solutions. You will build lasting client relationships, provide strategic advice, and partner with specialists to meet clients' financial...
- Bank of America in New York is seeking a Client Advisor to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to specialists, review goals, and build financial plans with brokerage products while maintaining regulatory...
- ...bringing TD's human, relationship driven banking experience to life by partnering with clients to help them confidently achieve their financial goals by delivering personalized solutions that support overall financial well-being. This role is accountable for acquiring and...Work at office
$57.82k
...Financial Clearance Associate - Full Time, Evenings Finance/Accounting/Billing Patchogue, NY Full-Time/Regular NYU Langone HospitalSuffolk is a 306-bed medical center, providing care to residents of eastern Long Island. The hospital facility is home to the Knapp...Full timeWork at officeMonday to FridayAfternoon shift- ...At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive benefits, including health plans, 401(k) matching, and support for work-life balance, along with employee...Local areaFlexible hoursNight shift
- Unity Technologies in New York City is seeking a Senior Financial Analyst to join the FP&A team, helping evolve business models from SaaS to an AI token-based, advertising-supported approach. You will partner across Finance, Accounting, and business leaders to influence...
$66.56k - $99.32k
TD Bank is seeking a Financial Advisor Associate in Medford, NY to develop and manage client relationships. Responsibilities include advising clients on investment strategies and financial goals while ensuring compliance with regulations. The ideal candidate will possess...Full time- A nonprofit organization is looking for a Foundation Supervisor in Shirley, NY. This full-time role involves managing the grant application process, assisting with events, and providing support to cancer patients. The ideal candidate should have a Bachelor's degree, 3-5...Full time
- ...seeks a Relationship Banker in a Chase Branch to represent our brand with hospitality, utilizing banking solutions and cutting-edge financial technology to build lasting client relationships. You will manage client needs, educate on technology, and ensure compliance while...Weekend workAfternoon shift
- Chase is seeking a Relationship Banker to help acquire, manage, and retain client relationships in a branch setting. You will use financial knowledge to tailor solutions, promote digital tools, and ensure a high standard of hospitality and service. You will address client...
$27.59 - $45.98 per hour
...to demonstrate exceptional customer service Well organized individual with time management and prioritization skills Demonstrated financial services product knowledge Ability to communicate with tact and diplomacy with internal and external customers Proficient with internet...Hourly payLocal area- Suffolk Credit Union is seeking an energetic Personal Banker II to deliver exceptional member service and build lasting relationships. This role focuses on acquisition, retention, and cross-selling across consumer banking products, while collaborating with cross-functional...
- M&T Bank Corporation in Riverhead, NY is seeking a Branch Sales Associate to identify customer needs and deliver proactive banking solutions through outbound outreach and in-branch engagement. You will build relationships with customers and business clients, assess financing...
- Suffolk Credit Union is seeking a Personal Banker II to deliver exceptional service, educate members on products, and drive cross-sell opportunities across retail banking. This role emphasizes accuracy, confidentiality, and strong relationship-building to meet loan and ...
$108.96k - $163.44k
Overview:At Zebra, we are a community of innovators who come together to create new ways of working. United by curiosity and a culture of caring, we develop smart solutions that anticipate our customer’s and partner’s needs and solve their challenges.Being part of Zebra...Full timeSummer workLocal areaFlexible hours
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