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Financial Advisor @ Vista Wealth Solutions

Radnor, Pennsylvania, USOnsiteFull Time
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About this role

Financial Advisor at Vista Wealth Solutions. Location: Radnor, Pennsylvania, United States. Role: gaining clients, designing strategies, conducting discovery Requirements: Life, Accident & Health license required to start; SIE, Series 7 and Series 66 required within 6 months. Must be U.S. citizen or permanent resident. Strong communication, client development, and financial planning skills. Category: Sales Seniority: Entry Level Certifications: life accident and health, sie, series 7, series 66 Commitment: Full Time Workplace: Hybrid Languages: English

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