What are the responsibilities and job description for the Financial Planner position at Vista Wealth Solutions?
Vista Wealth-Experienced Financial Planner / Wealth Manager
Location: Philadelphia and the surrounding areas
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
At Vista Wealth, We Provide You With
We seek financial professionals who are ready to grow, lead, and contribute to our culture of integrity and excellence.
Our Core Values Include
We reward success with:
Since 1886, Vista Wealth has 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 to learn more.
Location: Philadelphia and the surrounding areas
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
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
- Bachelor’s degree or equivalent work experience
- Prior experience as a Financial Advisor or Wealth Manager
- Active Series 6, 7, 63, 65 and/or 66 licenses, and Life & Health Insurance license
- Strong understanding of investment, insurance, and planning strategies
- CFP® designation preferred (not required)
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
Since 1886, Vista Wealth has 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 to learn more.
Salary : $68,000 - $130,000