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. 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 someone who thrives in a dynamic environment and wants to be on the front line 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

• Drive Advisor Impact
  • Join advisors meetings, capture action items, and present data with confidence.
  • Anticipate advisor needs, follow up proactively, and help move opportunities forward.
• Data Entry & Analysis
  • Input, validate, and maintain client data in our CRM/planning systems
  • Ensure data integrity and consistency across platforms
  • Run stress tests, Monte Carlo or scenario analyses as needed
  • Create actionable insights that help advisors’ close business and deepen relationships.
• Take Ownership of Projects
  • Lead the preparation of planning deliverables from intake through delivery.
  • Manage multiple priorities with urgency and accountability.
• Grow Your Career
  • Learn the full planning, investment, and insurance process inside a top-tier firm.
  • Gain visibility with advisors and leadership, setting the stage to move into a senior paraplanner or advisor role.
• Continuous Improvement & Process Support
  • Identify opportunities to streamline workflows, improve data/reporting efficiency
  • Assist in onboarding new tools, system enhancements, or documentation
• Compliance & Licensing Support
  • Help maintain tracking of licensing requirements, renewals, continuing education
  • Liaise with compliance team to gather required documentation

Qualifications & Skills

Required / Strongly Preferred

• 1–3 years of paraplanning, financial planning support, or related experience
• Familiarity with financial planning software / CRMs (e.g. eMoney, RightCapital, or similar)
• Strong quantitative, analytical, and problem-solving skills
• High attention to detail and accuracy
• Excellent verbal and written communication skills
• Ability to manage multiple tasks, meet deadlines, and prioritize under pressure
• Proficiency with Excel (formulas, lookup, pivot tables), PowerPoint

Nice to Have / Preferred

• Securities licenses (Series 7, Series 66, or Series 65)
• Exposure to tax, estate, insurance, or retirement planning
• Experience in a financial services environment

What You’ll Get

• Exposure to advanced planning strategies across investments, insurance, and business owner planning
• Mentorship from high-performing advisors and leadership
• Collaborative, supportive culture aligned with Vista’s values of integrity and clarity
• Opportunity to take on increasing responsibility and visible impact
• Competitive compensation and benefits
• Clear growth path into senior planning and advisory roles