What are the responsibilities and job description for the Financial Services Professional position at Vista Wealth Solutions?
Suppose you're interested in a career that's different from a typical office job. In that case, that provides flexibility rather than punching a time clock, and that clearly aligns your daily efforts with benefits and value. A career as a Financial Services Professional may be a good fit for you. You'll hit the ground running with a clear view of where you want to go — and we'll show you how to get there.
What will I be doing?
As a Financial Services Professional, you'll get to help people navigate challenges like preparing for retirement, saving for college, and more. You'll be part of a team of professionals who will guide you, help you through challenges, and develop your skills as you pursue your career goals. As a member of our team, you will immediately have access to the following:
- Comprehensive training and development programs
- Mentorship program with seasoned advisors
- Diverse network of experienced advisors
- Dynamic marketing support and services
- World-class product solutions
- Leading-edge technology
- Road map for success
Are there growth opportunities?
Absolutely! Whether you choose to be a Generalist or a Specialist, a member of Management, or join a Team, the scope of your practice is only limited by your ambition. You can truly build your business your way.
What are the requirements?
We're looking for people who have a track record of success and share our core values:
- Accountability: Take ownership of outcomes by finding solutions, not excuses.
- Ambition: Strive for excellence, even when excellence resides outside our comfort zone.
- Coachability: Receive all feedback as a gift.
- Integrity: Honor commitments to our clients, ourselves, and team members.
To qualify, you must be a U.S. citizen or permanent resident and able to obtain the required licenses and registrations.
How's the pay?
Your income potential is only as limited as your ambition. You can earn competitive commissions, incentives, and bonuses. Generally speaking, you'll even receive compensation for servicing your existing customers whose business stays on the books. This is called renewal commission, which can be crucial in building revenue streams that complement your new client's business. CLICK HERE to learn more.
What about benefits?
We must offer an outstanding array of benefits to recruit and retain top talent. Benefits available to eligible Financial Services Representatives include:
- Medical coverage plus Dental and Vision
- Life and Accidental Death and Dismemberment
- Short- & Long-Term Disability
- Health Spending Accounts (HSA)
- Total Retirement Savings Program ( 401(k) and non-qualified thrift plan)
- Top Producer Incentives
- Adoption Assistance
About Vista Wealth Solutions
At Vista Wealth Solutions, we believe in Supported Independence—the freedom to serve clients your way, backed by proven systems, advanced technology, and the guidance of experienced professionals. This balance of autonomy and support helps you streamline operations, enhance efficiency, and achieve lasting success—while helping your clients reach their goals with confidence.
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.
Contact us today to learn how you can #BeExtraordinary with Vista Wealth Solutions!
Eligibility applies only to those Financial Services Representatives who hold a full-time career contract (x4x) with MassMutual. Eligibility for subsidized benefits, before-tax coverage, company thrift match, and the non-qualified thrift plan are based on meeting certain contract requirements. Benefit provisions are subject to modification or termination. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.
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.
Vista Wealth Solutions is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Flexible work from home options available.