Jobs at Vista Wealth Solutions

Manage and grow a client base of individuals and families by delivering comprehensive financial planning and investment management, collaborating with tax, legal, and estate specialists, and operating within a compliance-backed, supported practice.

Manage and grow a client base of individuals and families by delivering comprehensive financial planning and investment management. Collaborate with tax, estate, and legal specialists, use firm-provided tools and support, maintain regulatory compliance, and expand an established practice while leveraging operational and administrative resources.

Manage and grow a client base of individuals and families by delivering comprehensive financial planning and investment management, collaborating with tax, legal, and estate specialists, and operating within a compliance-ready environment while running an independent practice.

Build and grow a client base by delivering personalized financial advice across investments, insurance, and planning. Conduct discovery conversations, design tailored strategies, present solutions, and maintain relationship-first service. Supported by firm resources, mentorship, and licensing support to obtain required registrations.

Build and grow a client base by delivering personalized investment, insurance, and financial planning advice. Conduct discovery meetings, design tailored strategies, recommend solutions, and provide relationship-first service supported by firm resources and mentorship while pursuing required securities licenses.

Build and grow a client base by delivering personalized investment, insurance, and financial-planning advice. Conduct discovery, design tailored strategies, present solutions, and cultivate long-term, referral-generating relationships with support for licensing and practice development.

Build and grow a client base by delivering personalized financial advice across investments, insurance, and planning. Conduct discovery conversations, design tailored strategies, present solutions, and nurture relationship-first service to drive referrals. Receive mentorship, licensing support, and firm resources to develop a scalable, commission-based practice.

Build and grow a client base by delivering personalized financial advice across investments, insurance, and planning. Conduct discovery conversations, design tailored strategies, present recommendations, and maintain relationship-first service to drive referrals. Receive mentorship, licensing support, and firm resources to develop a scalable practice.

Build and grow a client base by delivering personalized investment, insurance, and financial planning advice. Conduct discovery conversations, design tailored financial strategies, present recommendations, and maintain relationship-first service. Supported by firm resources, mentorship, licensing path, and performance-based compensation.

Manage and grow a book of individual and family clients, deliver comprehensive financial planning and investment management, collaborate with tax/legal/estate specialists, and leverage firm infrastructure and compliance support to expand and service client relationships.