Associate Financial Advisor

At Crown Financial Group in Tupelo, Mississippi, the Associate Financial Advisor role centers on helping clients maximize their money through thoughtful education and customized financial planning. The position combines evaluating each client’s financial picture with presenting clear, actionable strategies, all while staying attuned to evolving market conditions. The ideal candidate will communicate confidently, deliver compelling presentations, and pursue a long term career in financial guidance.

Overview

Location: Tupelo, MS (onsite) | Salary: USD 75,000 - 86,000 per year | Education: Bachelor's degree in finance or a related field

Job Summary

This role focuses on educating clients about how to best deploy and invest their funds, assessing each individual's financial landscape, and proposing a strategic plan. The right candidate will analyze market data, demonstrate strong communication and presentation abilities, and build a path toward a successful career in financial guidance.

Responsibilities

• Collect detailed client information to map their overall financial situation and craft personalized financial plans
• Advise across a spectrum of financial products and services
• Network to grow and sustain a robust client base through relationship development
• Seize opportunities to present, educate, and promote services
• Maintain current knowledge of market trends and industry developments
• Commit to ongoing professional growth through continuing education, seminars, and training opportunities

Requirements

• Bachelor’s degree in finance or a related field
• Previous experience as a Financial Advisor or related role
• 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
• Experience with a variety of software applications, including Microsoft Office, Excel, financial planning software, and customer relationship management software
• Excellent negotiation, communication, and presentation skills

Technologies

• Microsoft Office
• Excel
• Financial planning software
• Customer relationship management software

Benefits

• Performance-based bonus
• Opportunity for advancement
• Training and development
• Wellness resources
• Career advancement opportunities
• Flexible scheduling
• Competitive compensation