Financial Advisory Practice • Licensing Support Provided
About Vista Wealth Solutions
At Vista Wealth Solutions, we're dedicated to educating and developing financial services professionals who make a real difference in the lives of their clients. We provide the personalized attention, outstanding resources, and coaching framework you need to build a practice grounded in expertise and integrity. When you join us, you're not just starting a job — you're building a career as a respected financial professional known for the quality of advice and the depth of client relationships you cultivate.
The Role
As a Financial Services Professional, you'll build and grow a client base by delivering personalized financial advice across investments, insurance, and long-term planning. You'll work to understand each client's unique goals and recommend solutions that help them move confidently toward financial security — backed by firm resources, ongoing coaching, and a clear path for professional development.
What you'll do
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Prospect and acquire clients through networking, referrals, and community engagement
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Conduct in-depth discovery conversations to understand clients' financial goals, priorities, and risk tolerance
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Develop and present personalized financial strategies spanning investments, insurance, and planning
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Recommend appropriate financial products and solutions aligned to each client's long-term objectives
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Deliver an exceptional, relationship-first client experience at every touchpoint
What you bring
Skills & Attributes
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Self-driven and self-motivated — you take initiative and hold yourself accountable
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Open to coaching and committed to continuous growth and development
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Genuine desire to help others and make a meaningful impact on clients' financial lives
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Strong interpersonal and communication skills with a demonstrated track record of success
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Quick learner who adapts well to new environments, tools, and situations
Licensing
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Life, Accident & Health license to start
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SIE, Series 7, and Series 66 (support provided)
Compensation
We offer a competitive structure designed to reward performance and recognize the value of an established practice.
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Competitive commission with performance-based bonuses
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Practice allowances to support your transition and ongoing operations
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Compensation scaled to the strength and size of the book of business you bring
Benefits
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Medical insurance
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Vision insurance
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Dental insurance
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401(k)
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Disability insurance
Ready to make a move?
If you've outgrown your current platform and want the infrastructure, support, and collaborative environment to take your practice to the next level — we'd like to talk. Reach out to learn more about what a transition to VISTA could look like for you.
**To qualify, you must be a US Citizen or permanent resident and have the ability to obtain required licenses and registrations.
