About this opportunity
Crown Financial Group Inc lists this Associate Financial Advisor opportunity in tupelo, Mississippi. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Benefits:
nBonus based on performance
nOpportunity for advancement
nTraining & development
nWellness resources
nBenefits/Perks
nCareers Advancement Opportunities
nFlexible Scheduling
nCompetitive Compensation
nJob Summary
nWe are seeking an Associate 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 is ready to build a successful career in financial guidance.
nResponsibilities
nGather information to understand each client’s overall financial situation and needs and create individualized financial plans
nMake recommendations around a variety of financial products and services
nNetwork and develop relationships to create a strong client base
nSeek out opportunities to make presentations, provide education, and sell services
nMaintain up-to-date knowledge of the market and industry trends
nEmbrace a willingness to learn and grow as a professional through continuing education, seminars, and other training opportunities
nQualifications
nBachelor’s degree in finance or a related field
nPrevious experience as a Financial Advisor or related position
nCurrent certificate of qualifications (FCA, CII, DipFA, CISI, or other)
nUnderstanding of the market’s financial data
nAbility to provide reliable, data-based financial advice
nAbility to explain complex financial information in simple terms
nExperience with a variety of software applications, including Microsoft Office, Excel, financial planning software, and customer relationship management software
nExcellent negotiation, communication, and presentation skills
Worksite address
tupelo, MS, 38802, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.