Financial Advisor at Moseley Technical Services, Inc.

Montgomery, Alabama, United States -

Full Time

Start Date

Immediate

Expiry Date

16 May, 26

Salary

0.0

Posted On

15 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Assessment, Investment Strategy, Retirement Planning, Tax Strategies, Estate Planning, Portfolio Monitoring, Client Relationship Management, Local Networking, Prospecting, FINRA Compliance, SEC Compliance, Interpersonal Skills, Trustworthiness

Industry

Defense and Space Manufacturing

Description

Check out this new opportunity! Financial Advisor Montgomery, AL Contract Position About This Role We are seeking a motivated and community-minded Financial Advisor who is humble, known for integrity, and confident in building strong client relationships. The ideal candidate is newer to the industry but already holds a Series 7 and 66 license, ready to grow a book of business while putting clients first. 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 Qualifications: Series 7 and 66 licenses required 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 Strong interpersonal skills with a heart for service and a reputation for trustworthiness Drive to prospect, grow, and maintain long-term client relationships Moseley Technical Services, Inc. is an AA/EEO/Veterans/Disabled Employer. What to Expect Moseley Technical Services, Inc. (Moseley) was incorporated in 1994 to provide engineering and professional services to the aerospace/defense, manufacturing, government, and commercial industries. Our Mission is to deliver superior service to our customers and employees. We have achieved our vision by building long-term relationships with customers and employees through integrity, transparency, and appreciation. To apply, send a resume to: resumes@moseleytechnical.com For more active job openings: Careers at Moseley Technical For more information about us: Moseley Technical - Mission and Values! "We stand by our 30-year-old commitment of “World Class Service. World Class Company.”

Responsibilities

The Financial Advisor will be responsible for building and maintaining a book of business through local networking and designing personalized investment strategies after conducting in-depth financial assessments. Key duties also include providing expert guidance on retirement, tax, insurance, and estate planning while monitoring client portfolios.