Moseley Technical Services, Inc. · 4 months ago
Financial Advisor
US-AL-Montgomery
Full-time
Onsite
New Grad, Entry LevelMoseley Technical Services, Inc. is a company providing engineering and professional services across various industries. They are seeking a motivated Financial Advisor who will build and maintain client relationships while providing expert financial guidance and personalized investment strategies.
ConsultingHuman ResourcesInformation TechnologyLegalStaffing Agency
Responsibilities
Build and maintain a book of business through local networking and client development
Conduct in-depth financial assessments and design personalized investment strategies
Provide expert guidance on retirement planning, tax strategies, insurance, estate planning, and more
Monitor client portfolios and adjust plans as needed based on goals and market conditions
Maintain strict compliance with FINRA/SEC regulations, as well as company standards
Collaborate with internal teams to ensure seamless service delivery
Stay informed on financial products, market trends, and regulatory changes
Qualification
Required
Series 7 and 66 licenses required
Strong interpersonal skills with a heart for service and a reputation for trustworthiness
Drive to prospect, grow, and maintain long-term client relationships
Preferred
Bachelor's degree in Finance, Business, or related field preferred (comparable sales or wealth management experience considered)
Life & Health Insurance License preferred or ability to obtain within 90 days
Benefits
Medical and supplemental insurance
401K
Company
Moseley Technical Services, Inc.
Moseley Technical Services is a staffing and recruiting company offering technical expertise and staff recruiting services.
Founded in 1994
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Bob Jones
Business Partner - National Accounts Manager
Matt Doss
Talent Acquisition Partner
Company data provided by crunchbase