Financial Advisor

Financial Advisor

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

What to Expect:

• Applicants selected for employment will be required to pass a pre-employment drug screening and background investigation which may include education, criminal and work history verifications.
• Accepted applicants will have the opportunity to be eligible for benefits, including medical and supplemental insurance and a 401K. Appreciation and gratitude for employees is a hallmark of organizations with low turnover.
• Final postion level and pay will be based on experience.

Resources:

• To apply, send resume to: resumes@moseleytechnical.com
• For more active job openings: https://careers.moseleytechnical.com/jobs
• For more information about Moseley visit: http://www.moseleytechnical.com/about-us/