Job Details

Job Description

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

Qualifications

- 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

- CFP® designation preferred (not required)

Compensation & Benefits

We reward success with:

- 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

Since 1886, Vista Wealth has 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 to learn more.