Role Description At Vista Wealth Solutions, we are seeking driven professionals who are ready to build a meaningful and impactful career in financial services. This opportunity is designed for individuals who want more than a traditional role. They want the ability to grow their own practice, develop long-term client relationships, and create a lasting impact on the financial futures of the families and businesses they serve. As a Financial Planner, you'll have access to planning solutions, resources, investment strategies, and many more solutions to truly make an impact for your clients. You'll be backed by a supportive team, hands-on training, and leadership invested in your success, while maintaining freedom to build, grow, and lead your business on your own terms. This role is ideal for competitive individuals, self-motivated and excited by the opportunity to create their own success. Whether you are an experienced advisor or a motivated professional transitioning into the industry, we provide the structure, mentorship, and resources to help you grow into a top-performing advisor and business owner. - Develop and nurture long-term relationships with clients, ensuring their financial goals are met with personalized strategies. - Conduct comprehensive financial assessments to understand clients' needs and provide tailored solutions. - Stay informed about industry trends and regulatory changes to offer clients the most current advice and services. - Collaborate with our team to create innovative financial plans that align with clients' life stages and aspirations. - Educate clients on investment options, risk management, and wealth-building strategies to empower informed decision-making. - Utilize our resources and tools to enhance client engagement and deliver exceptional service. - Proactively identify opportunities for clients to optimize their financial portfolios and achieve their objectives more efficiently and effectively. Qualifications - Bachelor's degree (Business, Finance, or related field is a plus) - Strong interpersonal and communication skills with the ability to build trust and long-term relationships - Business mindset with a drive to build and grow a client base business - Self-motivated, disciplined, and goal-oriented. - Interested in financial planning, wealth management, and helping clients achieve financial security. - Life and Health licenses or FINRA registrations preferred, or a willingness to obtain. - Ability to work independently while collaborating within a team environment.

• Lead the functional design for D365 F&O Finance modules, including General Ledger, Accounts Payable, Accounts Receivable, Cash & Bank Management, Fixed Assets, Budgeting, and Cost Accounting. • Conduct discovery workshops to analyze "As-Is" processes and define "To-Be" financial workflows, ensuring best practices are applied to streamline operations. • Manage the complexities of global rollouts, specifically addressing localization requirements, tax configurations, and statutory reporting for Mandarin-speaking regions. • Create high-quality Functional Design Documents (FDD), process maps, and user training manuals in both English and Mandarin where necessary. • Act as the primary point of contact for C-suite stakeholders, translating technical limitations into business impacts and vice versa. • Collaborate with technical teams on data migration strategies and design robust financial reporting solutions using Financial Reporting (formerly Management Reporter), Power BI, and Electronic Reporting.

Serve as a strategic partner to senior leadership, shape financial strategies, oversee budgeting and forecasting, and ensure compliance with financial controls while driving sustainable growth and operational excellence.

Role Description Buscamos Asesores de retenciones CLARO 100% REMOTO. - Comunicación clara, empatía y compromiso. - Disponibilidad para laborar virtual con PC o Laptop propia e internet cableado (indispensable). Qualifications - Facilidad de comunicación. - Empatía. - Ganas de crecer. Requirements - Horario Fijo: Lunes a Domingo 11:00 a.m. a 10:00 p.m. - Descanso: Rotativo. Benefits - Sueldo Básico: S/ 1,200. - Bono Nocturno: S/ 50. - Bono de Productividad: S/ 300. - Bono de Bienvenida: S/ 200. - Bono de Permanencia Total: S/ 400 (Pagos adelantados). - Capacitación Remunerada: S/ 210. Company Description - Pagos puntuales. - Línea de carrera y crecimiento asegurado. - Concursos, incentivos y reconocimientos. - Excelente clima laboral. - Beneficios y convenios corporativos (educación, entretenimiento y más).