Join Us

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At Vista, our mission is simple: to build happier and more prosperous lives.

We are a passionate team of financial advisors committed to taking exceptional care of our clients. As a fee-only firm, our clients’ interests are aligned with our own.

We’re looking for people to join our team—individuals as excited as we are to put people and service first.

How do you know if Vista is your career destination?

Our Culture

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A Guiding Set of Values

We live by our core values, which inspire us every day. Acting with integrity shows in all we do. Striving for simplicity keeps us focused on what truly matters. Passion brings out the best in us and drives our commitment to excellence. And enjoying the journey helps us live happy, fulfilling lives.

A Culture of Growth

We can’t resist a challenge. Whether it’s training for a marathon or helping clients find purpose in retirement, we are tireless goal setters and problem solvers.

We seek wisdom.

Every quarter, we promote a “reading day,” an opportunity to leave the office to read for insight and enrichment—and to share what we’ve learned with each other.

We value collaboration.

We serve together on committees that address client service, investments, culture, and more to expand our perspectives and solve problems together.

We learn from the best.

We participate in conferences, provide financial support for professional development and education, and offer a mentorship program that helps employees reach their full potential.

An Atmosphere of Inclusion

We bring our full, authentic selves to work every day.

We’re committed to building an inclusive culture that welcomes and values all employees because we believe that a diverse, equitable, and inclusive work environment:

Cultivates new ways of thinking.

This helps us grow individually and as a team.

Fosters innovation.

This enhances the ways in which we serve clients.

Expands our perspectives.

This helps us better understand and support the community around us.

To be a leader in diversity, equity, and inclusion, we know we have work to do.

As we create a more diverse workplace, we will continue to nurture an atmosphere of trust, inclusion, and respect.

A Commitment to Living Well

We’ve earned a spot on the Best 100 Companies to Work For in Oregon list because we provide the kind of work environment that sets up our people to thrive.

What does thriving mean to us?

Financial security.

We offer competitive salaries and bonuses, profit sharing, and generous 401(k) contributions.

Time to enjoy life.

We provide paid parental leave, flexible time off, special summer hours, and sabbaticals every 5 years.

Connecting, learning, and giving back.

Our team building and culture events, as well as paid volunteer hours and matching donations, enrich our lives.

We believe in creating happier, more prosperous lives for our clients—and for us, too.

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Current Opportunities

Advising

Advisor

Portfolio Management

No current openings

Financial Planning

No current openings

Administration & Service

No current openings

Think you’ll be a fit for Vista?

To apply for a job or submit a resume for future openings,
contact our Chief People Officer Tana Thomson.