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Vista Wealth Management Group, LLC


View Our Open Positions:

Client Service Associate – Wealth Management

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Posted on: January 25, 2021
Full-time Expires April 30, 2021

Vista Wealth Management is searching for a Client Service Associate for our San Francisco Bay Area offices. We want Vistans who are passionate about exceptional client service and supporting our Advisors to ensure our clients are put first. Our Core Values are WICKED Wow Service Innovate Clients First Keep Excelling Encourage Funness Don’t be a jerk Responsibilities: · Prepare documents for clients using our forms and custodian documents · Work with clients in a timely manner with their requests (money …

Click to see more and apply

Portfolio Administrator

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Posted on: January 6, 2021
Full-time Expires April 30, 2021

Portfolio Administrator Vista Wealth Management Group is searching for a Portfolio Administrator for our Pleasanton, CA office. We are looking for Portfolio Administrators who are passionate about trading, reporting, and supporting our Advisors in making sure our clients are first. Our Core Values are WICKED Wow Service Innovate Clients First Keep Excelling Encourage Funness Don’t be a jerk Responsibilities: • You will be part of our Portfolio Management and Trading group • Maintain portfolio and security level data in Portfolio …

Click to see more and apply

Book a session in the Career Studio

Contact & Location

Phone
(909) 748-8030
Email
ocpd@redlands.edu
Address

116 Armacost Library
1201 East Colton Avenue
Redlands, CA 92373

Service Hours

M 8:00 am - 5:00 pm
T 8:00 am - 5:00 pm
W 8:00 am - 5:00 pm
TH 8:00 am - 5:00 pm
F 8:00 am - 5:00 pm

Disclaimer! We're operating remotely. Please call or email us for all your career needs.

University of Redlands
Career & Professional Development
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116 Armacost Library
1201 East Colton Avenue
Redlands,CA 92373
(909) 748-8030
ocpd@redlands.edu
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