Financial Advisor

Job Description



Financial Advisor

Allentown & Center Valley office locations

About Vista Wealth Solutions

Vista Wealth Solutions is where driven professionals come to build careers that matter. Backed by the strength of MassMutual, we invest in your growth from day one - providing the coaching, tools, and support structure to help you develop a practice rooted in expertise, trust, and long-term client impact. Here, you won't just learn the business - you'll build one that's yours.

The Role

As a Financial Advisor, you'll grow a client base by delivering personalized advice across holistic financial planning for your clients. You'll take time to understand each client's goals and design strategies that move them closer to long-term security - supported every step of the way by firm resources, mentorship, and a structured path toward licensing and advancement.

What you'll do

• Build your client base through networking, referrals, and active community engagement
• Conduct thorough discovery conversations to understand clients' financial goals, priorities, and risk tolerance
• Design and present comprehensive financial strategies across investments, insurance, and planning
• Recommend solutions tailored to each client's unique situation and long-term objectives
• Deliver a consistently exceptional, relationship-first experience that earns trust and drives referrals

What you bring

Skills & Attributes

• Self-Driven - you set goals, take initiative, and follow through
• Coachable - with a genuine commitment to professional development
• Motivated by making a real difference in people's financial lives
• Relationship - building, ability to connect and build lasting client relationships
• Eager to learn and grow - comfortable navigating new tools, environments, and situations

Licensing

• Start your new career with confidence . We'll provide the licenses & study materials, guidance, and support to help you succeed. We'll support you in earning your Life and Health, SIE, Series 7, and Series 66 licenses, and more, giving you the credentials to build a rewarding career.

Compensation

We offer a competitive structure designed to reward your effort and reflect the value you bring to your clients and the firm.

• Not just commission compensation, bonuses, and incentives are included
• Practice allowances to support your ramp-up and ongoing operations

Benefits Included:

• Medical
• Vision
• Dental
• 401(k)
• Disability

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**To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.