Financial Planning Advisor | Flexible Schedule & Growth

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

Benefits offered by this job

Bonus based on performance

Free food & snacks

Opportunity for advancement

Training & development

Flexible scheduling

Competitive compensation

Job summary

A financial services organization in Memphis is seeking a Financial Advisor to educate clients on investment strategies. The successful candidate will create tailored financial plans, build a solid client base, and maintain current financial market knowledge. Candidates must have a Bachelor’s degree in finance and relevant professional experience. Competitive compensation and various perks are offered.

Qualifications

• Bachelor’s degree in finance or a related field is required.
• Previous experience as a Financial Adviser or related position.
• Current financial certifications are necessary.
• Ability to analyze market financial data.
• Must explain complex information clearly.
• Excellent negotiation and communication skills are essential.

Responsibilities

• Gather information to create individualized financial plans.
• Make recommendations around financial products and services.
• Network to develop strong client relationships.
• Provide financial education and presentations.
• Stay updated on market and industry trends.

Skills

Analytical skills

Communication skills

Presentation skills

Negotiation

Education

Bachelor’s degree in finance or related field

Tools

Financial analysis tools

Job description

A financial services organization in Memphis is seeking a Financial Advisor to educate clients on investment strategies. The successful candidate will create tailored financial plans, build a solid client base, and maintain current financial market knowledge. Candidates must have a Bachelor’s degree in finance and relevant professional experience. Competitive compensation and various perks are offered.