Strategic Financial Advisor | Growth & Flexible Scheduling

CROWN FINANCIAL GROUP; Jackson (TN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Leadership development

Bonus based on performance

Opportunity for advancement

Training & development

Wellness resources

Flexible Scheduling

Competitive Compensation

Job summary

CROWN FINANCIAL GROUP in Jackson, Tennessee, seeks a Financial Advisor to educate clients on financial strategies and provide tailored investment advice. Ideal candidates will possess a Bachelor’s degree in finance, relevant certifications, and experience in financial advising. Responsibilities include assessing clients' financial situations, making product recommendations, and maintaining market knowledge. The role emphasizes strong communication and analytical skills, with opportunities for career growth and performance-based bonuses.

Qualifications

• Bachelor’s degree in finance or a related field is required.
• Previous experience as a Financial Adviser or in a related position.
• Understanding of the market’s financial data is essential.

Responsibilities

• Gather information to understand client’s financial situation and create individualized plans.
• Make recommendations about financial products and services.
• Network and develop relationships to build a strong client base.

Skills

Analyzing market financial data

Excellent communication skills

Presentation skills

Negotiation skills

Education

Bachelor’s degree in finance or a related field

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

Job description

CROWN FINANCIAL GROUP in Jackson, Tennessee, seeks a Financial Advisor to educate clients on financial strategies and provide tailored investment advice. Ideal candidates will possess a Bachelor’s degree in finance, relevant certifications, and experience in financial advising. Responsibilities include assessing clients' financial situations, making product recommendations, and maintaining market knowledge. The role emphasizes strong communication and analytical skills, with opportunities for career growth and performance-based bonuses.