Wealth Manager Experienced Advisor

Experienced Financial Advisor / Wealth Manager

Vista Wealth- Allentown, PA

Build the Practice You Deserve

You’ve already made a meaningful impact—guiding clients through complex financial decisions, protecting families, and helping build generational wealth. Now it’s time to align with a firm that respects your experience and empowers you to grow on your terms.

At Vista Wealth, you don’t just join a firm—you build equity, expand your influence, and scale with confidence.

Why Vista Wealth?

We provide the structure, flexibility, and support to help experienced advisors take their practice to the next level:

• Practice Ownership – Earn an equity stake in your business that can be valued and monetized

• Recurring Revenue Model – Non-captive contract with access to diverse, competitive product solutions

• Advanced Planning Support – Award-winning practice management and sophisticated case design resources

• Brand Flexibility – Build and promote your own business identity

• Team Opportunities – Join an established team or build your own, based on your goals

Accelerate Your Growth

We invest in your long-term success with infrastructure designed for scale:

• Cutting-edge financial planning technology and digital tools

• Dedicated Design Center for customized case design and illustrations

• In-house specialists in estate planning, business succession, high-net-worth strategies, and valuations

• Marketing support, client event planning, and business development consulting

• A collaborative network of experienced advisors and subject matter experts

Who Thrives Here

We’re looking for experienced financial professionals who are ready to lead, grow, and contribute to a culture built on excellence.

Our core values:

• Accountability – Solutions-focused ownership

• Ambition – A commitment to continuous growth

• Coachability – Openness to feedback and development

• Integrity – Keeping promises to clients, partners, and yourself

Qualifications

• Bachelor’s degree or equivalent professional experience

• Prior experience as a Financial Advisor or Wealth Manager

• Active Series 6, 7, 63, 65, and/or 66 licenses

• Resident Life Insurance license

• Strong knowledge of investment, insurance, and comprehensive planning strategies

• CFP® designation preferred (not required)

Compensation & Benefits

Your success is rewarded with a competitive and scalable compensation structure:

• Performance-based compensation with strong earning potential

• Vested renewal income and incentive bonuses, plus business fee-based planning potential

• Transition support packages

• Comprehensive health, dental, vision, and HSA benefits

• Qualified and non-qualified retirement plans

• Group term life and disability coverage

• Recognition programs and Rewards in incentive travel opportunities

About Vista Wealth

Since 1886, Vista Wealth has helped individuals, families, and businesses prepare for life’s uncertainties and opportunities alike.

We lead with integrity, build enduring relationships, and stay focused on what matters most to our clients.

Our mission is clear: 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 within a firm that champions your vision, we invite you to connect with us.

Your next level starts here.