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 To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations. #J-18808-Ljbffr
$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- ...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 Somerton, Philadelphia, PA location. Financial Advisors are...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- EQUAL OPPORTUNITY Redeemer Health is an equal opportunity employer. We prohibit discrimination in employment due to race, color, gender, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, disability veteran status or any other...Suggested
$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- ...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
- ...Financial Counselor - Oncology The Financial Counselor, Oncology, is responsible for meeting with patients and communicating insurance benefits and out-of-pocket responsibilities to develop appropriate financial plans. This role provides direct support for patients...Work experience placementShift work
- ...Financial Aid Advisor - Lincoln Tech - Levittown, PA Campus We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience...Full timeTemporary workImmediate start
- 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
- ...Associate to join their Private Wealth Solutions team in Conshohocken. You’ll work closely with external wholesalers to engage financial advisors and promote private market solutions, while building relationships and supporting fundraising efforts. Applicants should have...
$28.85 - $33.65 per hour
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.Being...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$99.75k - $160k
...role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development... ...knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques...- ..., 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...Permanent employmentFull time
$75k - $120k
...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 have access to resources, investment strategies, and...$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- ...TRUMARK CREDIT UNION Job Title: Senior Wealth Advisor Location: Fort Washington, PA Company: Trumark Credit Union Employment... ...you thrive. What You'll Do Provide personalized financial planning and investment guidance to credit union members....Full time
- ...schedule that fits your lifestyle and goals. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. About the Financial Representative Role As a Financial Representative at Northwestern Mutual, you will be...Work at officeWork from homeVisa sponsorshipFlexible hours
- TD Bank in Jenkintown, PA is seeking a Banking Associate to handle everyday banking transactions and educate customers on TD’s products and services. You will open and service accounts, provide guidance on digital banking tools, and refer customers to specialists as needed...
$20.67 - $31.25 per hour
...Pennsylvania 19002 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 placementFlexible hoursDay shift$25 per hour
...Personal Banker Univest Financial Corporation (UVSP), has approximately $7.9 billion in assets and $5.4 billion in assets under management and supervision (as of June, 2025). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide...Temporary workLocal area- ...will create and manage the customer experience by determining the types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales through service by developing a positive customer experience and proactively seeking ways to...Work at officeLocal area
- ...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 timeTemporary workPart timeWork experience placementWork at office
- ...insurance Opportunity for advancement Training & development Vision insurance Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual - Bucks County! Leverage Your Healthcare Background for a Rewarding Career: Build...Full timeInternshipWork at officeLocal areaWork from homeVisa sponsorshipFlexible hoursNight shift
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...of proactive sales and service activities, managing the customer experience by identifying opportunities to improve the customer's financial wellbeing and collaborating with ecosystem partners to grow customer’s share of wallet. Drives proactive sales conversations...Full timeTemporary work
- ...with growth. In this role you will: Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven conversations to understand customer needs and connect them with relevant banking...Work experience placementFlexible hours
$25.63 - $34.18 per hour
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeWork experience placementLocal area3 days per week- A dynamic consulting firm is seeking passionate individuals for a role focused on securing families' financial well-being from the comfort of their home. Responsibilities include conducting virtual consultations, assessing client needs, and nurturing lasting relationships...Remote 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...Full timeInternshipLocal areaFlexible hours
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