Personal Financial Advisor jobs in United States
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Moseley Technical Services, Inc. ยท 12 hours ago

Personal Financial Advisor

positionHuntsville, AL
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Moseley Technical Services, Inc. is seeking a motivated and community-minded Financial Advisor known for integrity and strong client relationships. The ideal candidate will provide financial planning support, cultivate client relationships, and prepare accurate financial plans.

ConsultingHuman ResourcesInformation TechnologyLegalStaffing Agency
badNo H1BnoteU.S. Citizen Onlynote
Hiring Manager
Katrina Nelson
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Responsibilities

Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy

Qualification

Series 7 licenseSeries 66 licenseFinancial planningInvestment knowledgeInterpersonal skills

Required

US Citizenship
Bachelor's degree in Finance or related field (will accept Experience in lieu of degree)
Series 7 and/or 66 licenses
Strong understanding of the investment business
Excellent interpersonal skills

Company

Moseley Technical Services, Inc.

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Moseley Technical Services is a staffing and recruiting company offering technical expertise and staff recruiting services.
dateFounded in 1994
location
Huntsville, Alabama, USA
people-size51-200 employees
web-link
http://moseleytechnical.com

Funding

Current Stage
Growth Stage

Leadership Team

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Bob Jones
Business Partner - National Accounts Manager
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Matt Doss
Talent Acquisition Partner
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Company data provided by crunchbase