Advisor

Advisor

Vista Capital Partners     

Vista Capital Partners is one of the leading financial advisors in the Pacific Northwest and has become a career destination. Our unique investment philosophy, standard-setting client services, career-pathing, and engaging work environment help to attract and retain top talent. Our core purpose is to build happier and more prosperous lives.

Our vision is to become Oregon’s Most Admired Employer.  We believe that a diverse, equitable and inclusive culture enhances both the employee and client experience.  We bring our full and authentic selves to work every day and are committed to a culture of continuous growth and development.  We provide financial security, time to enjoy life, and opportunities to build connections and give back help to ensure our employees are living their best life. 

In support of our vision, we are hiring an Advisor to join our talented team of financial service professionals.

Job Summary

The Advisor serves in a client facing role as part of a three-person client service team playing an integral part of both leading and advising on our investment philosophy and financial planning strategies. We are looking for an individual that works well in a team environment and can provide superior client service. 

Duties and Responsibilities

Advisor responsibilities will include:

• Perform daily trading, rebalancing & portfolio analysis.
• Analyze client data within a financial planning context.
• Develop financial plans with scenarios and recommendations.
• Prepare investment policy statements and client presentations.
• Meet with clients, prospects and other professionals.
• Facilitate client meetings and communications.
• Perform investment & wealth management research projects.
• Perform other duties as assigned by client service team.

Core Values

We will hire the person who best embodies and embraces Vista’s core values:

Act with Integrity   

• Successful relationships are built on trust.

Strive for Simplicity

• Keeping things simple allows us to focus on what truly matters.

Be Passionate

• An unwavering belief in what we’re doing brings out the best in us. Passion inspires and is contagious. 

Pursue Excellence

• Our clients and colleagues deserve our best effort. Always.

Enjoy the Journey

• A fun and flexible work environment allows our people to enjoy happy and fulfilling lives.

Qualifications

The Advisor position typically requires the following qualifications:

• Minimum 3-5 years business experience, preferably in the financial services industry and ideally in a client facing role.
• CFP, CFA or MBA preferred.

Salary and Benefits

Pay/benefits are competitive based on industry standards:

• Salary based on experience
• Profit sharing
• Benefits include health care, paid time off, sabbaticals and 401(k)
• Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities

VISTA CAPITAL PARTNERS IS AN EQUAL OPPORTUNITY EMPLOYER.