About this role
Wealth Management Advisor at Vista Wealth Solutions. Location: Allentown, Pennsylvania, United States. Role: managing clients, delivering planning, collaborating specialists Requirements: Requires Series 7, Series 66, Life Accident & Health licensure, minimum 3 years in wealth management, proven financial planning and portfolio management, strong communication and ethical standards, US citizen or permanent resident. Category: Finance and Accounting Seniority: Mid Level Tools: RightCapital, MoneyGuidePro, Wealthscape Certifications: series 7, series 66, life accident & health Commitment: Full Time Workplace: Hybrid Languages: English