Paraplanner

About Vista Wealth Solutions At Vista Wealth Solutions, we believe Vista is more than a view - it's a mindset. We help our clients and advisors see the bigger picture and build purpose-driven, sustainable financial plans that drive long-term success. Our culture emphasizes integrity, long-term relationships, clarity, and professional growth. As a paraplanner on our team, you'll support our advisors in delivering high-quality, holistic planning and client service. You'll work in a collaborative, fast-paced environment, handling both technical and analytical tasks, and you'll have room to grow your capabilities over time. This role is ideal for individuals who thrive in a dynamic environment and are eager to be at the forefront of financial planning and client engagement. You won't just process data - you'll be expected to take ownership, think critically, and add value from day one. What You'll Do Support Advisors & Drive Impact * Join client/advisor meetings, capture action items, and present data with confidence. * Anticipate advisor needs, follow up proactively, and help move opportunities forward. Data & Insights * Input, validate, and maintain client data across CRM and planning systems. * Run stress tests, Monte Carlo, and scenario analyses to support recommendations. * Turn data into actionable insights that help advisors close business and deepen relationships. Project Ownership * Lead preparation of planning deliverables from intake through final delivery. * Manage multiple priorities with urgency, accuracy, and accountability. Growth & Development * Learn the full planning, investment, and insurance process inside a top-tier firm. * Gain visibility with senior advisors and leadership, positioning yourself to move into a senior paraplanner or advisor role. Process & Compliance Support * Identify opportunities to streamline workflows and improve reporting efficiency. * Assist with onboarding new tools and documenting best practices. * Support compliance by tracking licensing requirements, renewals, and CE. What We're Looking For Required / Strongly Preferred * 1-3 years of experience in paraplanning, financial planning support, or a related field. * Familiarity with financial planning software/CRMs (e.g., eMoney, RightCapital). * Strong analytical and problem-solving skills with high attention to detail. * Excellent verbal and written communication skills. * Proficiency in Excel (formulas, lookups, pivot tables) and PowerPoint. Nice to Have * Securities licenses (Series 7, 66, or 65). * Exposure to tax, estate, insurance, or retirement planning. * Prior financial services experience. What You'll Get * Exposure to advanced planning strategies across investments, insurance, and business owner planning. * Mentorship from high-performing advisors and firm leadership. * A collaborative, supportive culture rooted in integrity and clarity. * Competitive compensation and benefits. * A clear path to senior paraplanner and advisor roles.

Created: 2025-10-06