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
Ready to make a move?
If you've outgrown your current platform and want the infrastructure, support, and collaborative environment to take your practice to the next level — we'd like to talk. Reach out to learn more about what a transition to VISTA could look like for you.
**To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.
Skills Required
- Life, Accident & Health license required to start
- SIE, Series 7, and Series 66 required within six months
- US Citizen or permanent resident and ability to obtain required licenses and registrations
- Self-driven and accountable, goal-oriented
- Coachable and growth-oriented with commitment to professional development
- Strong communication and interpersonal skills to build client relationships
- Ability to design and present comprehensive financial strategies across investments and insurance
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.
