Financial Advisor
Vista Wealth Solutions
Financial Advisor
Full-Time • Licensing Support Provided
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
**To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.
- ...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...SuggestedInternshipMonday to Friday
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...SuggestedWork at officeFlexible hours
$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...SuggestedFull timeWork at office$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...SuggestedFull timeLocal area$60k - $90k
...Job Summary: Build the financial plans that directly shape our clients' retirements. Our client, a fast-paced, service-oriented financial planning firm, is seeking a Junior Financial Advisor/ Financial Planning Associate to work directly with their Financial Planners...SuggestedLive inWork at officeMonday to Friday- ...Join a Team Invested in Your Growth Valley National Financial Advisors is seeking an ambitious Financial Advisor with 3-5 years of advisory experience who is ready to take the next step in their career. This is an outstanding opportunity for an advisor who enjoys working...
$80k - $200k
...Build a Career. Build a Business. Make an Impact. Vista Wealth Solutions is seeking motivated professionals to join our team as Financial Advisors. Whether you are an experienced financial professional looking for an opportunity to grow your practice or a successful...Work at office$61k - $119k
...Financial Advisor Opportunity 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 advisor, you start as a...Full timeContract workFor contractorsWork at office- ...KeyBank branch in Emmaus, PA seeks a Personal Banker to engage clients in conversations, uncover needs, and provide guidance to support financial wellness both in person and by phone. You will build relationships, attract new clients, and deepen existing ones, working with...
$20.43 - $32.31 per hour
...approximately 40 hours per week) based out of our Chestnut Street financial center in Emmaus, PA, Lehigh Valley . Must be available to be... ...conversations to deepen relationships and become a trusted advisor. Actively promote a variety of banking solutions to enhance a customer...Hourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours$20.67 - $31.25 per hour
...Emmaus, Pennsylvania 18049 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 payWork experience placementDay shift- ...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility...Full time
- ...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 startFlexible hours
- ...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 employmentFull time
- ...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 roleWork at officeLocal areaImmediate startShift workDay shift
- ...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, teammates, communities and shareholders every day...Full timeWork at officeFlexible hoursShift workWeekend workDay shift
- ...refinance and purchase loan application process. Additionally, this position is responsible for conducting borrower interviews, analyzing financial and credit data, determining financing objectives, advising on product eligibility and pricing, and collecting necessary...Full time
- ...registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability...Work at officeImmediate start
$17.25 - $24.23 per hour
...approximately 40 hours per week) based out of our Northampton and Lehigh County, PA markets. Requires flexibility to travel to various financial centers in the market as needed. Must be available to be scheduled around branch operation hours in assigned market (no Sundays)....Hourly payFull timeTemporary workWork experience placementWork visaFlexible hours- ...The Associate Paraplanner/Executive Coordinator at Cornerstone Advisors plays a key role in creating a professional, collaborative,... ...directories. · Paraplanning - Assist in the preparation of financial planning materials using predetermined, compliant templates....Full timeWork at officeFlexible hoursShift work
- ...Job Description Job Description Financial Representative National Financial Network – NYC, Long Island, New Jersey, Connecticut, Pennsylvania, and Boston Overview Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential...
$200k
...Financial Planner / Wealth Manager At Vista Wealth Solutions , we’re excited to welcome a few passionate individuals to join our team! • Did you know that half of our advisors are making fantastic strides, earning over $200,000? • Here, you’ll have full ownership...Full timeContract workFlexible hours$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 a fit for...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ....Job DescriptionCoaches, mentors and leads tellers by example to deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timeTemporary workPart timeWork experience placementWork at office
- Job Description Job Description Senior Loan Processor Job Description: The Senior Loan Processor is responsible for taking a home loan file from submission through closing. This includes analyzing and verifying credit, income, asset, appraisal, and title documentation...Full timeWork at office
- ...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
- ...Sr. Financial Analyst (Hybrid)A leading U.S. energy company focused on providing electricity and natural gas safely, reliably, and affordably to millions of customers in the U.S. while working to provide an outstanding service experience for our customers, consistently...Permanent employmentWork at officeRemote work2 days per week1 day per week
- Job TitleDuties and responsibilities will include:Monthly calculations and reporting for multiple divisions using data compiled from various data sources.Preparing monthly reports on Sales Results; prepare ad hoc reporting as neededInterface with multiple internal departments...
$100k - $120k
...strategic and analytical Senior Finance Analyst to join our dynamic finance team in Dallas, Texas. This role is crucial in driving financial insights, supporting decision-making, and optimizing profitability. Key Responsibilities: Develop and manage financial models to...Permanent employmentFull timeTemporary workImmediate start- Managed Labor Solutions (MLS) , a leading nationwide rental car outsourcing company, is looking for the next great leader as a Rental Car Shift Supervisor at our airport location. M anage end to end claims handling for auto and employment matters, including insurance...Shift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- estate planning consultant Allentown, PA
- financial consultant Allentown, PA
- finance associate Allentown, PA
- financial associate Allentown, PA
- financial planning administrator Allentown, PA
- financial counselor Allentown, PA
- wealth advisor Allentown, PA
- jde finance consultant Allentown, PA
- financial planning assistant Allentown, PA
- financial planning associate Allentown, PA






