Financial Adviser

CROWN FINANCIAL GROUP; Jackson (MS); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Bonus based on performance

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Competitive Compensation

Job summary

CROWN FINANCIAL GROUP in Jackson, MS is looking for a Financial Advisor to educate clients on investment strategies. The ideal candidate will analyze financial data, understand client needs, and craft tailored financial plans. Responsibilities include gathering client information, recommending financial products, and networking to build a strong client base. A Bachelor's degree in finance and prior advisory experience are required, alongside strong negotiation and communication skills.

Qualifications

• Previous experience as a Financial Adviser or related position.
• Current qualification certificates (FCA, CII, DipFA, CISI, or other).
• Ability to provide reliable, data-based financial advice.

Responsibilities

• Gather information to create individualized financial plans.
• Make recommendations around various financial products.
• Network to develop a strong client base.
• Provide education and sell services to clients.
• Stay updated on market and industry trends.

Skills

Excellent negotiation skills

Communication skills

Presentation skills

Financial analysis

Education

Bachelor’s degree in finance or a related field

Job description

Benefits

• Bonus based on performance


• Flexible schedule


• Opportunity for advancement


• Paid time off


• Training & development


• Careers Advancement Opportunities


• Flexible Scheduling


• Competitive Compensation

Job Summary

We are seeking a Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each client’s unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the market’s financial data, has excellent communication and presentation skills, and has a track record of successful financial guidance.

Responsibilities

• Gather information to understand each client’s overall financial situation and needs and create individualized financial plans


• Make recommendations around a variety of financial products and services


• Network and develop relationships to create a strong client base


• Seek out opportunities to make presentations, provide education, and sell services


• Maintain up-to-date knowledge of the market and industry trends

Qualifications

• Bachelor’s degree in finance or a related field


• Previous experience as a Financial Adviser or related position


• Current certificate of qualifications (FCA, CII, DipFA, CISI, or other)


• Understanding of the market’s financial data


• Ability to provide reliable, data-based financial advice


• Ability to explain complex financial information in simple terms


• Excellent negotiation, communication, and presentation skills