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Financial Advisor

Vision Financial Services LLC (an affiliate of Covenant CPA LLC) is currently seeking a Financial Advisor for their Willow Street, PA Office. Our ideal candidate will have a strong background in economics, sales and customer service with an interest in helping clients prepare for retirement and manage investments. He or she should have FINRA Series 7 and health/life insurance licensing or be studying for the exam. Existing client base and referrals from the affiliated CPA firm provide a base for a motivated candidate to build upon and bring in new clients and new financial products. 

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