Financial Advisor (Allentown)

Posted Yesterday
Be an Early Applicant
Allentown, PA, USA
Hybrid
70K-120K Annually
Entry level
Insurance • Financial Services
The Role
Partner with individuals, families, and business owners to develop personalized financial plans covering investments, insurance, retirement, and wealth management. Build and grow a client base via networking and referrals, conduct discovery meetings, present tailored recommendations, deliver exceptional client service, and stay current on industry products and strategies. Licensing and training support provided.
Summary Generated by Built In
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 BringSkills & 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.

Ready for Your Next Chapter?

If you're looking for a career where you can make a meaningful impact, grow professionally, and build a successful business backed by a trusted industry leader, we'd love to connect.

Apply today and discover what your future at Vista Wealth Solutions can look like.

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

#LI-EN1

Skills Required

  • Life, Accident & Health license at start
  • SIE, Series 7, and Series 66 licenses obtained within six months
  • US citizen or permanent resident
  • Strong communication and relationship-building skills
  • Self-motivated, coachable, entrepreneurial mindset
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Wayne, Pennsylvania
472 Employees
Year Founded: 1886

What We Do

MassMutual Greater Philadelphia (MMGP) is now Vista Wealth Solutions! At Vista Wealth Solutions, we help clients see more of the life they want, providing transparent guidance, educational insights, and customized strategies aligned to each person’s goals. With a network of more than 25 offices serving over 100,000 clients, Vista Wealth Solutions supports individuals, families, and business owners across the United States. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory Office: 201 King of Prussia Road, Suite 501, Radnor, PA 19087. 610-766-3000.

Similar Jobs

Liberty Mutual Insurance Logo Liberty Mutual Insurance

Inside Sales Representative

Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Remote or Hybrid
9 Locations
40000 Employees
45K-85K Annually

PwC Logo PwC

Oracle SCM - Senior Associate

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
66 Locations
370000 Employees
77K-202K Annually

PwC Logo PwC

Consultant

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
11 Locations
370000 Employees
77K-202K Annually

PwC Logo PwC

Data Validation Risk - Senior Associate

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
9 Locations
370000 Employees
77K-202K Annually

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account