Vista Wealth Solutions · 11 hours ago
Financial Planner
Kingston, PA
Full-time
Hybrid
New Grad, Entry Level
$200K/yr - $200K/yrVista Wealth Solutions is seeking passionate individuals to join their team as Financial Planners. The role involves full ownership of clients and data, with a focus on building and managing personal brands while receiving comprehensive training and support.
Financial Services
Responsibilities
You’ll have full ownership of your clients and data
Helping you build, manage, and market your own brand with the support of our amazing team!
Create recurring revenue from various sources through a flexible, non-captive contract, giving you access to a wide range of companies and products
Join established teams that match your skills and background!
Strive to be better than your peers
Passionate about helping and educating others
Willing to work hard now for long-term success
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
Qualification
Required
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
Benefits
Highly competitive, performance-based compensation
Full benefits package
Personalized, comprehensive training and ongoing support
Access to in-house specialists and training on topics like Fee-Based Wealth Management, Estate Planning, Business Planning, and High Net Worth Strategies
Collaboration with in-house Financial Planning Department and Business Valuation experts
Opportunities for advancement and management roles
Work-life balance that many financial careers lack
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
Work-life balance most financial careers don’t offer
Company
Vista Wealth Solutions
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.
Founded in 1886
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase