Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

Vista Wealth Solutions

Build a Career with Purpose at Vista Wealth Solutions At Vista Wealth Solutions, we help ambitious professionals build rewarding careers while making a meaningful impact on the lives of others. Supported by the strength, stability, and resources of 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 build a business that's truly your own while creating lasting value for your clients. About the Opportunity As a Financial Advisor, you'll partner with individuals, families, and business owners to help them achieve their financial goals. Through personalized planning and strategic recommendations, you'll guide clients in areas such as investments, insurance, retirement planning, and wealth management. You'll have the independence to grow your practice while benefiting from the support of experienced mentors, established systems, and a clear path toward licensing, professional development, and long-term success. What You'll Do Build and grow your client base through networking, referrals, community involvement, and relationship-building activities Conduct in-depth discovery meetings to understand clients' financial goals, priorities, and risk tolerance Develop customized financial strategies that address investment, insurance, retirement, and wealth-planning needs Present recommendations tailored to each client's objectives and evolving life circumstances Deliver an exceptional client experience that fosters trust, retention, and long-term relationships Stay current on industry trends, products, and planning strategies to better serve clients What You Bring Skills & Attributes We're looking for individuals who are: Self-motivated, goal-oriented, and driven to succeed Coachable and committed to ongoing learning and professional growth Passionate about helping others achieve financial confidence and security Strong communicators who excel at building meaningful relationships Entrepreneurial-minded and comfortable developing their own book of business Adaptable, resilient, and eager to take on new challenges Licensing Requirements Life, Accident & Health License required at start Securities Industry Essentials (SIE), Series 7, and Series 66 licenses required within six months of hire Licensing support, training, and resources provided throughout the process Compensation We offer a highly competitive compensation structure designed to reward performance, business growth, and long-term client relationships. What You Can Expect Competitive commission-based compensation Performance-based bonus opportunities Practice and business development allowances Earnings potential that grows alongside the client relationships and business you build Benefits Medical, dental, and vision insurance 401(k) retirement plan Disability insurance Professional training and development support Access to mentorship and coaching from experienced financial professionals Why Vista Wealth Solutions? Joining Vista means gaining the backing of a respected MassMutual firm while maintaining the flexibility and entrepreneurial freedom to build your own practice. You'll be supported by a collaborative team, proven resources, and a culture focused on growth, integrity, and client success. To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations. #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Center Valley, PA vacancy
  • $61k - $119k

     ...Financial Advisor OpportunityBecoming 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 advisor, you start as a financial... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Center Valley, PA
    6 hours ago
  •  ...Senior Financial AdvisorCAPTRUST is seeking a Senior Financial Advisor who will provide high-quality service to new and existing institutional retirement plan clients. A competitive salary is offered for this role as well as excellent career growth potential with an ever... 
    Suggested
    Temporary work
    Work at office
    Local area
    Flexible hours

    CAPTRUST

    Allentown, PA
    3 days ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida... 
    Suggested
    Work at office
    Shift work
    Day shift

    Bank of America

    Allentown, PA
    3 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern...  ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship... 
    Suggested
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Center Valley, PA
    3 days ago
  • $150k - $175k

     ...Senior Financial AdvisorAllentown, PAModera Wealth Management is an independent, fee-only firm that strives to make a lasting positive...  ...to ownership.Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by... 
    Suggested
    Temporary work
    Work at office
    Local area
    Remote work

    Modera Wealth Management

    Allentown, PA
    12 hours ago
  •  ...internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and opportunity... 
    Internship
    Monday to Friday

    Year Up United

    Whitehall, PA
    6 hours ago
  • $90k - $150k

     ...Gems of Talent to RIA's, Single Family & Multi-Family Offices Nationwide Overview Boutique Independent RIA seeks an Associate Financial Advisor to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra... 
    Full time
    Work at office

    GemHarvest Executive Recruiting

    East Texas, PA
    4 days ago
  • OverviewWho Are We Looking For?CAPTRUST is seeking a Financial Advisor Relationship Manager to help build and be part of a very successful wealth management practice with team assets currently exceeding $50 billion. You'll provide comprehensive financial planning, investment... 
    Temporary work
    Local area
    Flexible hours

    Captrust

    Allentown, PA
    6 hours ago
  •  ...Job Description Job Description Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team! 150-350K+ Now Hiring: High-Performing Financial Advisors Who Don’t Prospect ! Are you exhausted from prospecting, cold calling, door knocking, and chasing... 
    Immediate start
    Flexible hours

    United Placement Group

    Allentown, PA
    19 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework...  ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Center Valley, PA
    4 days ago
  • $19.23 - $28.37 per hour

     ...Financial Wellness Advisor Location: 2971 MacArthur Road - Whitehall, Pennsylvania 18052 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction... 
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    KeyCorp

    Whitehall, PA
    3 days ago
  •  ...Health insurance Paid time off Summit Investment Advisory Group LLC, is a Registered Investment Advisor, with offices in Perkasie, Huntingdon Valley and Dublin, PA, offering financial advisory services, insurance products and services offered through Summit Financial Group,... 
    Internship
    Work at office

    Summit Financial Group, Inc.

    Perkasie, PA
    3 days ago
  •  ..., educate them on self-service options, and process cash transactions accurately. You will build relationships, understand client financial priorities, and connect them to solutions that support their goals. We expect a motivated self-starter with strong communication,... 
    Weekend work

    Bank of America

    Bethlehem, PA
    2 days ago
  •  ...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 office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Allentown, PA
    2 days ago
  •  ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Allentown, PA
    3 days ago
  • Overview Lutron has an immediate opening for a Financial Analyst to support our Operations Finance Team. This position will be a key part of the Corporate Finance Team supporting management decision-making with reporting and analysis in a cross-functional environment. A... 
    Work experience placement
    H1b
    Immediate start
    Worldwide

    Lutron Electronics Co., Inc

    Coopersburg, PA
    6 hours ago
  •  ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful... 
    Immediate start
    Afternoon shift

    Chase

    Allentown, PA
    11 hours ago
  •  ...Financial Counselor Hanover Hill Behavioral Health, located in Bethlehem, Pennsylvania, combines two leaders in health care, in the partnership of Universal Health Services & Lehigh Valley Health Network. This brand new 144-bed free standing behavioral health facility... 
    Part time
    Local area

    Alan B. Miller Medical Center

    Bethlehem, PA
    5 days ago
  •  ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Whitehall, PA
    1 day ago
  •  ...meaningful impact as DLP Bank continues to expand in the market. What you have already achieved: (Requirements) ~5+ years of financial services experience, with demonstrated experience working directly with high-net-worth individuals, entrepreneurs, and/or business... 
    For contractors

    DLP Bank

    Bethlehem, PA
    3 days ago
  •  ...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... 
    Permanent employment
    Full time

    Vista Wealth Solutions

    Allentown, PA
    29 days ago
  • OverviewWe are seeking a Lead Financial Data Analyst to support the Financial Planning & Analysis (FP&A) organization at our Global Headquarters in Coopersburg, PA. The Lead Financial Data Analyst will be responsible for driving enterprise analytics, reporting strategy,... 
    Work experience placement
    H1b
    Immediate start
    Worldwide

    Lutron Electronics

    Coopersburg, PA
    6 hours ago
  • $20.67 - $31.25 per hour

     ...Pennsylvania 18951 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank...  ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts.... 
    Hourly pay
    Work experience placement
    Day shift

    KeyBank

    Quakertown, PA
    more than 2 months ago
  •  ...services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Allentown, PA
    5 days ago
  •  ...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America Corporation

    Allentown, PA
    3 days ago
  •  ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional... 
    Full time
    Part time
    Work at office
    Night shift
    Weekend work

    Truist

    Bethlehem, PA
    3 days ago
  • $24 - $33.5 per hour

     ...Job Description: The Retail Banker II Float is a customer liaison that is integral to delivering TD's brand promise by utilizing financial expertise and consultative advice in advising customers regarding personal banking solutions/needs. This role contributes to the achievement... 
    Full time
    Work at office

    TD Bank

    Allentown, PA
    7 days ago
  • $50k - $100k

     ...About Strategic People Advisors Strategic People Advisors ( is a boutique recruitment agency representing elite clients in the financial services sector. On behalf of our client—a prominent wealth management team appointed with the insurance companies of OneAmerica... 
    Full time
    Local area

    Strategic People Advisors

    Allentown, PA
    a month ago
  •  ...Job Title Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients, providing needs-based financial solutions. Actively seeks opportunities to expand relationships. Capable... 
    Bank staff
    Work at office
    Night shift

    Peoples Security Bank & Trust Company

    Bethlehem, PA
    4 days ago
  •  ...include, but are not limited to: Collect and analyze credit information from all available sources, including: in-house, other financial institutions, various agencies, etc. Analyze financial statements and all related material, in part, through use of spreading software... 

    QNB Bank

    Quakertown, PA
    more than 2 months ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!