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.