Strategic Financial Advisor — Flexible Schedule & Growth

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

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.