Teams 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.