Jobs at Vista Wealth Solutions

Learn to provide personalized financial guidance on investments, insurance, and retirement planning. Responsibilities include networking, building client relationships, conducting financial-goal discussions, presenting recommendations, delivering client service, and developing a professional network. The employer provides training, mentorship, licensing support, and preparation for Life and Health Insurance, SIE, FINRA Series 7, and FINRA Series 66 licenses.

Develop client relationships, understand financial goals, and help individuals and families pursue customized investment, insurance, and retirement strategies. Responsibilities include networking, referrals, client conversations, presenting recommendations, delivering client service, and completing required industry licensing with company-provided training and mentorship.

Entry-level Financial Advisor role for recent graduates and early-career professionals. Responsibilities include building client relationships, networking, understanding financial goals, assisting with investment, insurance, and retirement strategies, presenting recommendations, and delivering ongoing client service. The employer provides training, mentorship, and support for obtaining insurance and securities licenses, including the SIE, Series 7, and Series 66.

Build and manage a financial advisory practice by developing client relationships, understanding financial goals, and providing guidance on protection, retirement, investments, wealth accumulation, and long-term planning. The role involves networking, referrals, business development, ongoing training, and maintaining required professional licenses. Financial services experience is valuable but not required, and licensing support is provided.

Build and manage a financial advisory practice by developing client and referral relationships, understanding financial goals, and providing guidance on protection, retirement, investments, wealth accumulation, and long-term planning. Candidates receive training, mentorship, and licensing support. Prior financial services or sales experience is valuable but not required.

Build and manage a financial services practice by developing client relationships, understanding financial goals, and providing guidance on protection, retirement, investments, wealth accumulation, and long-term planning. Responsibilities include networking, client acquisition, referrals, ongoing professional development, licensing, and maintaining professional standards. Training, mentorship, and licensing support are provided, including for career changers.

Build and manage a financial services practice by developing client relationships, understanding financial goals, and providing guidance on protection, retirement, investments, and wealth strategies. The role involves networking, referrals, business development, ongoing training, licensing, and maintaining long-term relationships with individuals, families, and business owners.

Supports a financial advisor by managing client communications, calendars, documentation, account onboarding, asset transfers, rollovers, money movements, order entry, and CRM records. Coordinates with internal and external teams, prepares client meetings, facilitates digital tool adoption, handles service requests, and delivers ongoing white-glove relationship support. Requires strong organization, communication, financial services knowledge, and attention to detail.

Build and grow a client practice by networking, conducting financial consultations, developing personalized investment, insurance, retirement, and wealth strategies, presenting recommendations, and maintaining long-term client relationships. The role provides training, mentorship, licensing support, and professional development. No prior financial services experience is required, but candidates must be U.S. citizens or permanent residents and able to obtain required licenses.