About this role
Financial Advisor at Vista Wealth Solutions. Location: Center Valley, Pennsylvania, United States. Role: building relationships, designing strategies, conducting discovery Requirements: Requires Life, Accident & Health license to start; SIE, Series 7, and Series 66 within 6 months; US citizen or permanent resident; strong communication, networking, and client-advising skills. Category: Finance and Accounting Seniority: Entry Level Certifications: life accident & health, sie, series 7, series 66 Commitment: Full Time Workplace: Hybrid Languages: English