Mead - Kingston, PA
About The Position
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: - 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 Accelerate Your Growth 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 Who We’re Looking For 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
Requirements
- 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
Nice To Haves
- CFP® designation preferred (not required)
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
