What are the responsibilities and job description for the Paraplanner position at Vista Wealth Solutions?
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
Required / Strongly Preferred
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.
- 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.
- Lead preparation of planning deliverables from intake through final delivery.
- Manage multiple priorities with urgency, accuracy, and accountability.
- 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.
- 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.
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.
- Securities licenses (Series 7, 66, or 65).
- Exposure to tax, estate, insurance, or retirement planning.
- Prior financial services experience.
- 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.