Vista Wealth Solutions
Financial Advisor / Wealth Manager
4 days ago Be among the first 25 applicants
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
We seek financial professionals who are ready to grow, lead, and contribute to our culture of integrity and excellence.
Core Values
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 is 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
Compensation & Benefits
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.
#J-18808-Ljbffr
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
We seek financial professionals who are ready to grow, lead, and contribute to our culture of integrity and excellence.
Core Values
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 is 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
Compensation & Benefits
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.
#J-18808-Ljbffr