Financial Advisor
Vista Wealth Solutions
Financial Advisor
Full-Time • Licensing Support Provided • MassMutual Firm
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 investments, insurance, and financial planning. 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 and accountable — you set goals, take initiative, and follow through
- Coachable and growth-oriented, with a genuine commitment to professional development
- Motivated by making a real difference in people's financial lives
- Strong communicator with interpersonal skills to build lasting client relationships
- Adaptable and quick to learn — comfortable navigating new tools, environments, and situations
Licensing
- Life, Accident & Health license required to start
- SIE, Series 7, and Series 66 required within 6 months — we'll support you through the process
Compensation
We offer a competitive structure designed to reward your effort and reflect the value you bring to your clients and the firm.
- Competitive commission with performance-based bonuses
- Practice allowances to support your ramp-up and ongoing operations
- Compensation that scales with your production and the book of business you build
Benefits
- Medical, vision, and dental insurance
- 401(k)
- Disability insurance
Ready to make a move?
If you've outgrown your current platform and want the infrastructure, support, and collaborative environment to take your practice to the next level — we'd like to talk. Reach out to learn more about what a transition to VISTA could look like for you.
**To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.
$72.28k - $108.16k
...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...SuggestedWork at officeLocal areaWork from homeFlexible hours$70k - $120k
...professionals who are ready to build a meaningful and impactful career in financial services. This opportunity is designed for individuals who want... ...of the families and businesses they serve. As a Financial Advisor, you'll access planning solutions, resources, and investment...Suggested$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at office- The Entity Advisor (EA) concentrates on developing new and managing existing client relationships. EAs have the full support of an established... ...with individuals and families to identify goals, develop financial plans, and implement needs-based financial solutions. In...SuggestedFlexible hours
$72.28k - $108.16k
...and location, and may be adjusted to reflect market and individual performance. 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...SuggestedWork at officeLocal area$75k - $100k
...enhance market share within a designated territory in Pennsylvania. This position involves building strong relationships with financial advisors and requires travel up to 80% of the time. Candidates should have at least five years of wholesaling experience and be fully...$72.28k - $108.16k
...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 planning...Work at officeLocal areaFlexible hours- Vanguard is seeking candidates for their Financial Advisor Development Program in Newtown Square, Maryland. This full-time rotational program provides hands-on experience across three core business units to build critical skills for managing client portfolios independently...Rotational programFull time
$75k - $100k
...Consultant to increase market share and assets within a specific territory. This role involves building long-term relationships with financial advisors and executing effective sales strategies. The candidate must possess a Bachelor's degree, relevant licenses, and a minimum of...- ...the advice industry. Combining rigorous study and development opportunities with hands‑on experience, Vanguard’s one‑of‑a‑kind Financial Advisor Development Program will lay the foundation needed for a rewarding career in financial planning. When you join Vanguard, you’...Rotational programFull timeApprenticeshipInternshipWorldwide
- A leading financial services provider is seeking a motivated Financial Representative in Wayne, PA, to engage with clients about their financial needs. This full-time role involves recommending life insurance and various financial products from a comprehensive lineup, helping...Full time
- The Hartford is seeking a Sales Support Associate in Wayne, PA, for an entry-level role aimed at supporting financial advisors. This position includes extensive training in our Mutual Fund and ETF businesses and will require passing the Securities Industry Essentials exam...
- ...Organization : Name PHILADELPHIA PA Default: Location : City WAYNE Overview The purpose of the Financial Representative is to meet the needs of middle‑income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending...Work at officeLocal area
$45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Bank Of America Financial Advisor 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, teammates, communities and shareholders...Temporary workWork at officeFlexible hoursShift workDay shift
- ...Financial Advisor Opportunity Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this role, you will build and maintain strong relationships with our clients,...
- 2 weeks ago Be among the first 25 applicants Is a Career as a Financial Advisor at WealthBridge Financial Right for You? Do you enjoy helping people pursue financial security? Are you self-motivated and driven by your own success? Do you thrive in an entrepreneurial environment...Full timeLocal areaFlexible hours
- Financial Representative Overview Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal...Full time
- One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in King of Prussia, PA. The Financial Advisor (FA) role is a three-year forgivable draw program, designed for experienced financial advisors or planners who will deliver financial...Full time
- Human Resources Coordinator at Legacy Advisors-Talent Optimizer Position Summary: We are seeking an experienced and relationship-driven Financial Advisor with an entrepreneurial mindset who thrives in a sophisticated, team-based environment. The ideal candidate is an accomplished...Temporary workFlexible hours
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Financial Representative Are you looking for an opportunity to build a rewarding 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...Flexible hours
$250k
...environment! Role Overview A Sentinel Asset Management Advisor is a client-facing professional responsible for educating prospective clients, leading them through Sentinel’s structured financial planning process, and stewarding long-term client relationships....Full timeTemporary workWork at officeRelocation packageMonday to FridayFlexible hoursAfternoon shift$75k - $125k
...professionals who are ready to build a meaningful and impactful career in financial services. This opportunity is designed for individuals who want... ...the families and businesses they serve. As a Financial Advisor , you'll access planning solutions, investment strategies, and...- ...Merrill Advisor Development Program - Financial Advisor: Philadelphia Market Wayne, Pennsylvania;Bala Cynwyd, Pennsylvania; Exton, Pennsylvania; Philadelphia, Pennsylvania To proceed with your application, you must be at least 18 years of age. Acknowledge (...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Schwab's disciplined approach to investing. As an Associate Wealth Advisor , you'll support 2-4 Wealth Advisors by servicing, deepening,... ...virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs....Work at office
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based at our Conshohocken, PA location. Financial Advisors are based within a...Full timeTemporary workPart timeWork experience placementWork at office
$80k
...Wealth Advisor Associate Mission Wealth is hiring a growth-minded Wealth Advisor Associate to join our award-winning team! If you... ...community and expanding nationally, let's go! Our ideal candidate is a financial professional with hustle and a couple of years of experience...Full timeImmediate start$94.6k - $118.3k
...that is redefining the future of wealth management by helping advisors meet the moment with its comprehensive technology, actionable... ...in platform assets, Envestnet is trusted by over one third of financial advisors across leading banks, wealth managers, brokerages, and...- ...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental...Full timeTemporary workPart timeWork at officeShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- financial planner Radnor, PA
- financial planning associate Radnor, PA
- financial advisor associate Radnor, PA
- jde finance consultant Radnor, PA
- finance associate Radnor, PA
- estate planning consultant Radnor, PA
- financial planning assistant Radnor, PA
- financial counselor Radnor, PA
- financial advisor Radnor, PA
- financial associate Radnor, PA

