Financial Advisor

Posted 4 Days Ago
Be an Early Applicant
Allentown, PA, USA
Hybrid
70K-120K Annually
Entry level
Insurance • Financial Services
The Role
Build and grow a client base through networking, referrals, and community engagement. Conduct financial discovery conversations, assess goals and risk tolerance, and develop personalized strategies involving investments, insurance, and financial planning. Present recommendations, cultivate long-term client relationships, and earn referrals. The employer provides licensing support, study materials, mentorship, and career development toward Life and Health, SIE, Series 7, and Series 66 licenses.
Summary Generated by Built In
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.

Skills Required

  • Must be a U.S. citizen or permanent resident
  • Ability to obtain required licenses and registrations
  • Life and Health, SIE, Series 7, and Series 66 licenses
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The Company
HQ: Radnor, PA
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.

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