MassMutual

Financial Planner / Wealth Manager

MassMutual

26 days ago
Philadelphia, PA
Onsite
Full Time
Senior
0 applicants
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MassMutual
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About this role

Vista Wealth is seeking experienced Financial Planners or Wealth Managers to guide clients through financial planning, building lasting wealth, and contributing to a company culture focused on integrity and excellence. The role offers practice ownership, access to advanced tools, and a collaborative environment.

Skills

Qualifications

Bachelor’s Degree or equivalentSeries 6, 7, 63, 65, 66 licensesLife & Health Insurance LicenseCFP® (preferred)
MassMutual

About MassMutual

massmutual.com

N/A

About MassMutual

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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