About this role
Wealth Management Advisor at Vista Wealth Solutions. Location: Moosic, Pennsylvania, United States. Role: managing clients, providing planning, collaborating specialists Requirements: Requires Series 7, Series 66, and Life/Accident & Health licenses; minimum 3 years in wealth management or financial services; strong financial planning, portfolio management, communication, and analytical skills; 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