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60 Buck Wealth Management Advisor Jobs Hiring Near You

Vista Wealth Solutions

Wealth Management Advisor

Wayne, PA · Remote

$60K - $120K/yr

Wealth Management Advisor VISTA WEALTH SOLUTIONS - RADNOR, PA Why Join Us? Are you ready to start a financial practice? If you've built a strong book of business and are looking for a better home for ...

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Wealth Management Advisor

Vista Wealth Solutions

Radnor, PA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 28 days ago

Job description

Wealth Management Advisor

Why Join Us?

If you've built a strong book of business and are looking for a better home for your practice, we offer more than an affiliation-we offer a genuine competitive advantage.

VISTA was built specifically around the needs of experienced advisors. Our model is straightforward: you bring relationships; we provide the infrastructure, resources, and operational support to help you serve those clients better and grow your practice faster than you could alone.

Here's what that looks like in practice:

Dedicated support teams that handle operational and administrative work so you can stay focused on clients

An open-architecture investment platform that preserves your independence and lets you recommend solutions objectively, without product pressure

Access to institutional-grade financial planning, portfolio management, and CRM tools-including RightCapital, MoneyGuidePro, and Wealthscape

Collaborative access to internal specialists and external partners across tax, estate planning, and legal disciplines, so you can deliver truly integrated advice

Backed by the strength of MassMutual, compliance framework, and resources through MML Investors Services, LLC (Broker-Dealer)-with the autonomy of a boutique firm


The Role

As a Wealth Management Advisor, you will manage and grow a client base of individuals and families, helping them build, preserve, and transition wealth across life stages. You'll have the freedom to run your practice the way you see fit-with the resources of a well-supported firm behind you.


What You'll Do

You know this work. In short: manage and grow a client base, deliver comprehensive financial planning and investment management, and collaborate with specialists across tax, legal, and estate disciplines to provide truly integrated advice within a fully supported, compliance-ready environment.


What You Bring

Required

Active Series 7, Series 66, and Life, Accident & Health licenses

Minimum of 3 years of experience in wealth management or financial services

Demonstrated experience in financial planning and investment portfolio management


Skills & Attributes

Proven ability to build trust and sustain long-term client relationships

Strong analytical mindset with sound judgment and a results-driven approach

Clear, confident communicator-able to translate complex financial concepts for clients at any level of financial sophistication

Uncompromising commitment to integrity, ethical standards, and regulatory compliance


Compensation

We offer a competitive compensation structure designed to reward performance and recognize the value of an established practice:

Competitive commission structure with performance-based bonuses

Practice allowances to support your transition and ongoing operations

Compensation structured to reflect the strength and scale of the book of business you bring

Benefits

Medical insurance

Vision insurance

Dental insurance

401(k)

Disability insurance



Ready to make a move?

If you've outgrown your current platform and are looking for the infrastructure, support, and collaborative environment to take your practice to the next level, we'd like to talk. Reach out to learn more about what a transition to our firm could look like for you.


**To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.


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Employment Type: FULL_TIME

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