Advisor, Finance & Banking, Financial Consultant

About Vista

Vista Capital Partners was founded in 2001 as a new kind of wealth management firm—one that prioritizes evidence over ego and long-term happiness over short-term hype. We strive to help clients explore what’s possible, then tailor a plan for the life they want. We show up as our authentic selves, embrace learning and growth, and work toward a shared vision of becoming Oregon’s most admired wealth management firm.

Our mission is simple: to build happier and more prosperous lives.

The Advisor serves in a client-facing role as part of a three-person client service team playing an integral part of both leading and advising on our investment philosophy and financial planning strategies. We are looking for an individual that works well in a team environment and can provide a superior client experience.

• Perform daily trading, rebalancing & portfolio analysis.
• Analyze client data within a financial planning context.
• Develop financial plans with scenarios and recommendations.
• Prepare investment policy statements and client presentations.
• Meet with clients, prospects, and other professionals.
• Facilitate client meetings and communications.
• Perform investment & wealth management research projects.
• Perform other duties as assigned by client service team.

• Act with Integrity
  • Successful relationships are built on trust.
• Strive for Simplicity
  • Keeping things simple allows us to focus on what truly matters.
  • An unwavering belief in what we’re doing brings out the best in us. Passion inspires and is contagious.
  • Our clients and colleagues deserve our best effort. Always.
• Enjoy the Journey
  • A fun and flexible work environment allows our people to enjoy happy and fulfilling lives.

• Minimum 3-5 years of business experience, preferably in the financial services industry and ideally in a client-facing role.
• CFP, CFA or MBA preferred.
• Proficient with computers and software packages, particularly Microsoft Office.
• Ability to work in the office up to four full days per week during the first six months (or until proficiency in the role is demonstrated). Afterward, a hybrid model of at least three full days per week in the office is required.
• Must have the legal right to work in the United States. At this time, Vista is unable to provide visa sponsorship.
• Employment is contingent upon successful completion of a background and credit check, conducted in accordance with applicable law. As part of this process, we review information relevant to the responsibilities of the role, including indicators of financial reliability.

• Salary
  :
  Commensurate with experience
• Benefits
  :
  Health, dental, and vision insurance, long-term disability coverage
• Hybrid Work Mode
  :
  Our Hybrid model requires 3 full days in office
• Time off
  :
  Flexible paid time off policy & sabbaticals
• Retirement
  : 401(k) and profit sharing
• Other
  :
  Paid parental leave, professional development support, charitable contribution matching, financial planning support

Mid-Senior level

Full-time

Investment Management

VISTA CAPITAL PARTNERS IS AN EQUAL OPPORTUNITY EMPLOYER.

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