About this role
Wealth Advisor at Vista Wealth Solutions. Location: New Castle, Delaware, United States. Role: managing clients, growing practice, delivering advice Requirements: Active Series 7, Series 66, and Life Accident & Health licenses; minimum 3 years in wealth management; financial planning and portfolio management experience; US citizen or permanent resident required. Category: Finance Seniority: Mid Level Tools: RightCapital, MoneyGuidePro, Wealthscape, CRM Certifications: series 7, series 66, life accident & health Commitment: Full Time Workplace: Hybrid Languages: English