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Client-First Financial Advisor (Series 7/66
Job in
Montgomery, Montgomery County, Alabama, 36136, USA
Listed on 2026-08-21
Listing for:
Moseley Technical Services
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Moseley Technical Services, Inc. in Montgomery, AL, is seeking a motivated Financial Advisor for a contract role. You will build and maintain a book of business through local networking and client development.
You will conduct in-depth financial assessments, design personalized investment strategies, and provide guidance on retirement planning, tax strategies, insurance and estate planning. A Series 7 and 66 license is required, Bachelor's in Finance or related field preferred, and Life & Health
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