Company · 8 open roles
Careers at Vista Wealth Solutions
Vista Wealth Solutions has 8 active roles on ResuMinder right now. Score your CV instantly and use the ResuMinder extension to apply in seconds — no manual form-filling.
Refreshed continuously
Across active listings
All open roles
8 positions at Vista Wealth Solutions
Practice Operations Associate
Vista Wealth Solutions·Center Valley, Pennsylvania, United States
Practice Operations Associate at Vista Wealth Solutions. Location: Center Valley, Pennsylvania, United States. Role: managing operations, maintaining data, supporting advisors Requirements: 2+ years in wealth management or financial services operations, strong organization and co…
Wealth Advisor
Vista Wealth Solutions·New Castle, Delaware, United States
Wealth Advisor at Vista Wealth Solutions. Location: New Castle, Delaware, United States. Role: managing clients, growing practice, delivering advice Requirements: Active Series 7, Series 66, and Life Accident & Health licenses; minimum 3 years in wealth management; financial plan…
Wealth Management Advisor
Vista Wealth Solutions·Allentown, Pennsylvania, United States
Wealth Management Advisor at Vista Wealth Solutions. Location: Allentown, Pennsylvania, United States. Role: managing clients, delivering planning, collaborating specialists Requirements: Requires Series 7, Series 66, Life Accident & Health licensure, minimum 3 years in wealth ma…
Financial Advisor
Vista Wealth Solutions·Radnor, Pennsylvania, United States
Financial Advisor at Vista Wealth Solutions. Location: Radnor, Pennsylvania, United States. Role: gaining clients, designing strategies, conducting discovery Requirements: Life, Accident & Health license required to start; SIE, Series 7 and Series 66 required within 6 months. Mus…
Financial Advisor
Vista Wealth Solutions·Center Valley, Pennsylvania, United States
Financial Advisor at Vista Wealth Solutions. Location: Center Valley, Pennsylvania, United States. Role: building relationships, designing strategies, conducting discovery Requirements: Requires Life, Accident & Health license to start; SIE, Series 7, and Series 66 within 6 month…
Wealth Management Advisor
Vista Wealth Solutions·Moosic, Pennsylvania, United States
Wealth Management Advisor at Vista Wealth Solutions. Location: Moosic, Pennsylvania, United States. Role: managing clients, providing planning, collaborating specialists Requirements: Requires Series 7, Series 66, and Life/Accident & Health licenses; minimum 3 years in wealth man…
Client Service Associate
Vista Wealth Solutions·Armonk, New York, United States
Client Service Associate at Vista Wealth Solutions. Location: Armonk, New York, United States. Role: coordinating onboarding, executing transfers, preparing reports Requirements: Bachelor's degree required; 2+ years in financial services preferred. Experience in wealth management…
Broad Street Financial
Vista Wealth Solutions·Radnor, Pennsylvania, United States
Broad Street Financial at Vista Wealth Solutions. Location: Radnor, Pennsylvania, United States. Role: Client support, Project tracking, Documentation filing Requirements: 1–3 years in financial services; bachelor’s degree; strong organization and communication; proficient with M…