Financial Services Professional

About Vista Wealth SolutionsAt 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 RoleAs 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 DoProspect and acquire clients through networking, referrals, and community engagementConduct in-depth discovery conversations to understand clients' financial goals, priorities, and risk toleranceDevelop and present personalized financial strategies spanning investments, insurance, and planningRecommend appropriate financial products and solutions aligned to each client's long-term objectivesDeliver an exceptional, relationship-first client experience at every touchpointWhat You BringSkills & AttributesSelf-driven and self-motivated — you take initiative and hold yourself accountableOpen to coaching and committed to continuous growth and developmentGenuine desire to help others and make a meaningful impact on clients' financial livesStrong interpersonal and communication skills with a demonstrated track record of successQuick learner who adapts well to new environments, tools, and situationsLicensingLife, Accident & Health license to startSIE, Series 7, and Series 66 (support provided)CompensationWe offer a competitive structure designed to reward performance and recognize the value of an established practice.Competitive commission with performance-based bonusesPractice allowances to support your transition and ongoing operationsCompensation scaled to the strength and size of the book of business you bringBenefitsMedical insuranceVision insuranceDental insurance401(k)Disability insuranceReady 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.