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The latest insights
  • Vista’s 20th annual Wealth Symposium
  • Tariffs, tensions, and staying the course
  • Navigating wealth transfer: Insights from our panel discussion
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  • What we do
    • Wealth management services
    • Our approach
    • Working together
  • About us
    • Our team
    • Our company
    • Community engagement
    • Vista news and events
  • Insights
  • Careers
  • Contact us
  • Portal login
  • Disclosures

Careers

We’re looking for talented people like you.

Open positions

Are you excited about guiding people to their financial dreams? Eager to join a passionate, authentic workplace where you can build your career? Check our current openings and discover how you can make an impact.

Post-college tips

Advice for My College-Age Daughter

Career advice

Budgets, Bravery, and Building Connections: Our Best Advice for College Grads
A perfect fit

How do you know Vista is the place for you?

You see every day as a chance to learn and grow

You embrace new viewpoints and growth opportunities and thrive on the excitement that comes with stepping out of your comfort zone. You’re inspired to learn from colleagues who are at the top of their game.

You love working with people

You do your best work in collaboration with others. You love engaging with people, and show genuine interest in their ideas, stories, and perspectives.

You’re looking for a career destination

You understand that a successful career isn’t just about climbing the corporate ladder; it’s about leveraging your talents to find joy and purpose in what you do.

Awards

A great place to work

We were delighted to be recently recognized as #10 in the Portland Business Journal’s Best Places to Work 2024 among companies with 25–99 employees. We consider having a smaller team a huge advantage, as it allows us to form close, meaningful relationships with our employees and their families.

More about us
Perks and benefits

Helping you enjoy the journey

We’re intentional about walking the walk by promoting a healthy, meaningful work-life balance. With our generous perks and benefits, you’ll have the support to enjoy the journey and lead a happier, more fulfilling life.

See our full list of benefits

 

Time to enjoy life

Life comes first here. As part of our team, you’ll benefit from flexible time off, sabbaticals every five years, and 12–16 weeks of paid parental leave, all while enjoying a hybrid work style that suits your rhythm. We also encourage giving back with paid volunteer days and donation matching. Plus, you can take Friday afternoons off in the summer to soak up the Oregon sunshine.

 

Financial freedom

We appreciate your hard work and make sure you’re rewarded for it. We offer a competitive salary and insurance package, a generous 401(k) contribution (up to 11% of your annual earnings), and annual and spot bonuses.

 

Professional development

At Vista, you’re given a clear path to grow, evolve, and thrive in your career. We nurture your potential through fireside chats, leadership coaching, annual conferences, and paid licensing and continuing education programs. You can also take advantage of quarterly development days to expand your expertise.

Our team
We’re a team of 30+ skilled professionals single-minded in helping clients realize their vision. Passionate, curious, and joyfully unconventional, we live and breathe what we do.
Meet our team
Community

Our commitment to diversity, equity, inclusion, and belonging

We’re committed to leading our industry by building a thriving, engaging culture of diversity, equity, inclusion, and belonging (DEIB). We strive to make Vista reflect the rich diversity of our community, where differences are valued and respected, and everyone — both our team and clients — is empowered to be their authentic selves. We firmly believe that diverse perspectives lead to better ideas, greater innovation, and a more rewarding environment for all.

Here are a few of the ways we make it happen:

  • We foster open dialogue through listening sessions and one-on-one meetings, creating a space for everyone to share their experiences and perspectives. We prioritize active listening to ensure every team member feels valued and included.
  • To overcome our blind spots, we invest in DEIB training and development. Our offerings include unconscious bias training, monthly Lunch and Learn sessions, inclusive leadership assessments, and more.
  • We attract diverse talent by continually expanding our recruiting outreach, including hosting educational panels at colleges and local industry associations to introduce a wider range of candidates to careers at Vista.
Job openings

Open positions

We’re always on the lookout for talented people to join the Vista team! Explore our open positions or apply directly using the links to the right.

Learn more about us

Vista is hiring a Portfolio Reporting & Operations Analyst.

Apply now

Don’t see an opening that fits your background? Submit your resume to join our network.

Apply now

Vista is hiring a Client Service Associate.

Apply now

Insights

Vista 101

Curious how we do things? Explore our blog, webinars, and other resources to get a glimpse of our point of view.

Visit our insights hub
Financial planning

Vista’s 20th annual Wealth Symposium

Article July 2, 2025 Jon Gannon, CFP®

Celebrating 20 years of Vista’s Wealth Symposium, we dug into new ideas to help clients plan with confidence— including what that Monte Carlo “success rate” really says about your retirement.

Investing

Tariffs, tensions, and staying the course

Article July 2, 2025 Jeremy Wang, CFA

Tariffs create headlines and lots of buzz—but history shows minimal long-term impact for investors. So what’s the best approach for investors to take when short-term noise about tariffs and trade […]

Events

Navigating wealth transfer: Insights from our panel discussion

Wondering when—and how—to pass on wealth to loved ones? A candid conversation explores the emotional side of giving, with practical takeaways on timing, fairness, and legacy planning.

More articles

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