Vista Wealth Solutions · 2 days ago
Financial Planner
Kingston, PA
Full-time
Hybrid
New Grad, Entry Level
$65K/yr - $130K/yrVista Wealth Solutions is seeking passionate individuals to join their team as Financial Planners. In this role, you will have full ownership of your clients and data, and will receive support in building and marketing your own brand while accessing a wide range of companies and products.
Financial Services
Responsibilities
You’ll have full ownership of your clients and data
Help 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
Join established teams that match your skills and background
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
Full 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
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