Financial Planner / Wealth Manager

Posted Yesterday
Be an Early Applicant
New Castle, IN, USA
In-Office
200K-200K Annually
Entry level
Insurance • Financial Services
The Role
As a Financial Planner/Wealth Manager at Vista Wealth Solutions, you'll manage clients, leverage technology, and create recurring revenue streams. You will receive training and support to help you succeed in the industry and may advance into management roles.
Summary Generated by Built In
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 of your clients and data.
  • We’re all about helping you build, manage, and market your own brand with the support of our amazing team!
  • Our award-winning practice management technology and training will set you up for success.
  • You can create recurring revenue from various sources through a flexible, non-captive contract, giving you access to a wide range of companies and products.
  • Plus, there are opportunities to join established teams that match your skills and background!

What Makes You a Great Fit with Us?

  • You have an entrepreneurial spirit
  • You strive to be better than your peers
  • You’re passionate about helping and educating others
  • You’re willing to work hard now for long-term success
  • Series 6, 7, 63, and/or 65 preferred.


Why Work with Vista Wealth Solutions?

  • Enjoy highly competitive, performance-based compensation, plus a full benefits package
  • Receive personalized, comprehensive training and ongoing support
  • Gain access to in-house specialists and training on topics like Fee-Based Wealth Management, Estate Planning, Business Planning, and High Net Worth Strategies
  • Collaborate with our in-house Financial Planning Department and Business Valuation experts
  • Discover opportunities for advancement and management roles
  • Experience a work-life balance that many financial careers lack

Benefits of working with Vista Wealth Solutions

  • Extremely competitive performance-based compensation and a complete benefits package
  • Personalized and comprehensive training and support
  • In-house specialists and trainings (Fee Based Wealth Management, Estate Planning, Business Planning, High Net Worth Strategies)
  • In-house Financial Planning Department and Business Valuation experts
  • Advancement and management opportunities
  • A work-life balance most financial careers don’t offer

You will receive support that is unparalleled with in the industry. To get you up and running, Vista Wealth Solutions will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed. Website: vistawealthsolutions.com


Top Skills

Financial Planning Software
Wealth Management Systems
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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.

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