Jobs at Vista Wealth Solutions

Build and manage a financial services practice by developing client relationships, understanding financial goals, and providing guidance on protection, retirement planning, investments, wealth accumulation, and long-term strategies. The role involves networking, client acquisition, ongoing professional development, licensing, and collaboration with experienced advisors. Career changers are welcome, and prior financial services experience is valuable but not required.

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. Responsibilities include networking, client acquisition, referrals, ongoing professional development, licensing, and maintaining industry standards. The role is open to experienced advisors and career changers, with training, mentorship, and licensing support provided.

Entry-level financial advisor role for recent graduates and early-career professionals. Responsibilities include building client relationships, understanding financial goals, developing strategies involving investments, insurance, and retirement planning, presenting recommendations, and delivering client service. The employer provides training, mentorship, licensing support, and professional development for required industry credentials.

Entry-level Financial Advisor role for recent graduates to learn client relationship building, financial planning, and product recommendations through training, mentorship, and licensing support. Focus on networking, client conversations, developing tailored strategies, and delivering ongoing client service.

Launch an advisory career with training and mentorship: build client relationships, conduct financial conversations, assist in creating investment, insurance, and retirement strategies, present tailored recommendations, and support client service while obtaining industry licenses.

Entry-level Financial Advisor role for recent graduates. Learn to build client relationships, conduct financial needs conversations, develop tailored investment, insurance, and retirement strategies, present recommendations, and deliver ongoing client service with mentorship and licensing support.

Partner with individuals, families, and business owners to create personalized financial plans covering investments, insurance, retirement, and wealth management. Build and grow a client base via networking and referrals, conduct discovery meetings, present tailored recommendations, and maintain long-term client relationships while staying current on industry trends.

Partner with individuals, families, and business owners to create personalized financial plans across investments, insurance, retirement, and wealth management. Grow a client base through networking and referrals, present tailored recommendations, maintain client relationships, and pursue required licensing with provided training and mentorship.

Advise individuals, families, and business owners on investments, insurance, retirement, and wealth planning. Build and grow a client base through networking and referrals, conduct discovery meetings, develop and present customized financial strategies, and deliver ongoing client service. Obtain required insurance and securities licenses with provided support.