Financial Planner

Financial Planner / Wealth Manager

At Vista Wealth Solutions, we’re excited to welcome a few passionate individuals to join our team.

• Half of our advisors are earning over $200,000.
• Full ownership of your clients and data.
• We support you in building, managing, and marketing your own brand.
• Our award‑winning practice management technology and training help you succeed.
• Flexible, non‑captive contracts allow you to create recurring revenue from a wide range of companies and products.
• Opportunities to join established teams that match your skills and background.

• You have an entrepreneurial spirit.
• You strive to be better than your peers.
• You’re passionate about helping and educating others.
• You’re willing to work hard now for long‑term success.

• Highly competitive, performance‑based compensation plus a full benefits package.
• Personalized, comprehensive training and ongoing support.
• Access to in‑house specialists and training on Fee‑Based Wealth Management, Estate Planning, Business Planning, and High Net Worth Strategies.
• Collaboration with our in‑house Financial Planning Department and Business Valuation experts.
• Opportunities for advancement and management roles.
• Work‑life balance many financial careers lack.

You will receive support that is unparalleled within the industry. To get you up and running, Vista Wealth Solutions will sponsor your pursuit of the licensing requirements, and our training curriculum is designed to meet you where you are, providing you the skills and tools you need to succeed.

Contact:
Erica Ng, Recruiting Director – Vista Wealth Solutions
Website: