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Vista Wealth Solutions8 months ago

Financial Advisor

$70,000–$70,000 year

Remote · Allentown, Pennsylvania, United States or United States

Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Unknown

Job Summary

Seeking an experienced financial advisor to provide clients with financial advice and product implementation. Requires a bachelor’s degree, 2+ years of experience, and relevant licenses.

Required Qualifications

  • Bachelor’s degree in finance, business administration, or related field
  • 2+ years of experience as a financial advisor or related role
  • Active state insurance licenses
  • FINRA Series 6, 7, 63, or 66 (or willingness to obtain)
  • Strong relationship-building, communication, and analytical skills

Desired Qualifications

  • Knowledge of the financial industry
  • Knowledge of financial products
  • Knowledge of best practices
  • Knowledge of tax regulations
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$70k – $70k / yr

Financial Advisor · Vista Wealth Solutions

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