What are the responsibilities and job description for the Financial Advisor position at Vista Wealth Solutions?
Financial Advisor / Wealth Manager at Vista Wealth Solutions
Why Join Vista Wealth?
You’ve seen the impact of your work—guiding clients through life’s financial complexities, securing their families’ futures, and helping them build lasting wealth. Now it’s time to align with a firm that values your experience and equips you to scale with confidence.
We offer:
- Practice ownership with an equity stake that can be valued and sold
- Recurring revenue through a non-captive contract and diverse product offerings
- Access to award-winning practice management training and advanced planning support
- The flexibility to build your brand and business identity
- Options to join or build a team, depending on your background and goals
At Vista Wealth, we provide you with:
- Cutting-edge financial technology and digital tools
- A dedicated Design Center for customized case design and illustrations
- Access to in-house experts (estate planning, business planning, HNW strategies, valuations)
- Event planning, marketing support, and business development consulting
- Collaboration with a network of top advisors and specialists
Whom We’re Looking For
We seek financial professionals who are ready to grow, lead, and contribute to our culture of integrity and excellence. Our core values include:
- Accountability: Take ownership by finding solutions, not excuses
- Ambition: Strive for greatness—even when it’s outside your comfort zone
- Coachability: Embrace feedback as a gift
- Integrity: Keep promises to clients, partners, and yourself
Qualifications
- Bachelor’s degree or equivalent work experience
- Prior experience as a Financial Advisor or Wealth Manager but not required.
- Active Series 6, 7, 63, 65 and/or 66 licenses, and Resident Life Insurance license
- No disclosures on Form U4
- Strong understanding of investment, insurance, and planning strategies
- CFP® designation preferred (not required)
Compensation & Benefits
We reward success with:
- Extremely competitive performance-based compensation
- Vested renewal income and incentive bonuses
- Transition packages to support your move
- Health, dental, vision, and HSA benefits
- Qualified and non-qualified retirement plans
- Group term life, disability coverage, and dependent care assistance
- Recognition programs and incentive travel for top producers
About Vista Wealth Solutions
Since 1886, MassMutual, Vista Wealth have been helping individuals, families, and businesses prepare for life’s unexpected turns.
We lead with integrity, build lasting relationships, and focus on what matters most to our clients.
Our mission is simple: create extraordinary opportunities so that dreams become reality.
Take the Next Step
If you're ready to take full ownership of your future and grow your practice in a firm that supports your vision, contact us.