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Senior Financial Advisor

Job in Horsham, Montgomery County, Pennsylvania, 19044, USA
Listing for: Vista Wealth Solutions
Full Time position
Listed on 2025-12-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
Location: Horsham

Senior Financial Advisor at Vista Wealth Solutions Financial Advisor Opportunity:
You understand the deep satisfaction that comes from empowering individuals to identify their goals, protect what matters most, and build lasting financial security. Your dedication has a meaningful impact, improving lives today and shaping brighter futures.

Advance Your Career:
You’re ready to elevate your practice with a growth-focused, innovative team. At Vista Wealth Solutions, you have the support to grow your business your way, benefiting from a partner who shares your commitment to excellence and forward-thinking solutions.

Responsibilities:
  • We’re looking for seasoned Financial Advisors who show a strong dedication to their communities and align with our core values.
  • Accountability:
    Own the results by seeking solutions instead of making excuses.
  • Ambition:
    Aim for excellence, even when it pushes us beyond our comfort zones.
  • Coachability:
    Consider all feedback as a valuable opportunity for growth.
Qualifications:
  • 3+ years of experience as a financial advisor, wealth manager, or related role.
  • Active state insurance licenses and FINRA Series 6, 7, 63, or 66 (or willingness to obtain).
  • Strong relationship-building, communication, and analytical skills.
  • Commitment to ethical, client-centered advice.
What We Offer:
  • Competitive Compensation: Performance-based pay, vested residual income, allowances, bonuses, and top producer incentives.
  • Comprehensive Benefits: Medical, dental, vision, disability, life insurance, adoption assistance, and a 401(k) with company contributions.
  • Support & Resources: Access to a full suite of specialists and consultants to help you serve clients and grow your practice.
  • Independence & Flexibility: Run your business your way with the backing of a financially strong, client-focused company.
  • Recognition & Growth:
    Career development opportunities, recognition programs, and leadership pathways.

About Vista Wealth Solutions:
Pivotal life events often happen unexpectedly. We take great pride in having helped our neighbors, friends, families, and business owners make sound decisions about being financially prepared for the unforeseen. We prioritize the needs of clients and firmly believe that conducting business ethically fosters long-lasting relationships with the communities we serve.

Our vision is to be the most trusted and respected insurance and wealth management firm for clients, partners, associates, and the community. Our mission is to create extraordinary opportunities so that dreams can become realities because what matters most to you matters most to us.

Ready to accelerate your career? Apply today and discover how Mass Mutual can help you reach your professional goals. Compensation: $60,000+ at plan commission.

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Position Requirements
10+ Years work experience
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