Vista Wealth Solutions is currently seeking a limited number of candidates to join our firm.

• Fifty percent of our advisors under 40 are reaching remarkable heights, earning over $200,000.
• Our Advisors own their clients and data.
• We support and help our Advisors and teams build, manage, and market their own brand.
• We provide award-winning practice management technology and training.
• Our Advisors generate recurring revenue from a variety of sources through a non-captive contract and exposure to additional companies and product lines.
• Options to join an established team based on an individual’s background and skillsMultiple locations/hybrid options available.

Location: Multiple locations/hybrid options available.

$60,000+ at plan commission

Wealth Manager Responsibilities:

Vista Wealth Solutions advisors receive support with licensing, training, and resources to succeed in these responsibilities.

• Conducting client interviews to understand financial goals and needs.
• Identifying financial risks and developing strategies to mitigate them.
• Recommending investment, insurance, and banking products.
• Monitoring investment performance and managing client portfolios.
• Producing comprehensive financial reports for clients.
• Building strong client relationships through exceptional service, expert advice, and ongoing support.
• Staying current with market trends and regulatory changes.

What It Takes To Win With Us

• An enterprising mindset.
• A desire to be better than your peers.
• A passion for helping and educating.
• The willingness to push hard in the short term to enjoy long-term success.

Pivotal life events often happen unexpectedly. We take great pride in having helped our neighbors, friends, families, and business owners make sound decisions about being financially prepared for the unforeseen. We prioritize the needs of clients and firmly believe that conducting business ethically fosters long-lasting relationships with the communities we serve.

Since 1886, Vista Wealth Solutions has been guided by a tradition of excellence rooted in the core principles of our creed. Our vision is to be the most trusted and respected insurance and wealth management firm for clients, partners, associates, and the community. Our mission is to create extraordinary opportunities so that dreams can become realities because what matters most to you matters most to us.