Crown Financial Group seeks an on-site Associate Financial Advisor in Oxford, MS, offering USD 92,000 - 110,000 per year.

Collect and analyze comprehensive client financial data to assess current circumstances, goals, risk tolerance, and develop tailored, actionable financial plans
Assess client objectives and propose a range of suitable financial products and services designed to help meet short and long term goals
Proactively network within the community and industry to build trusted relationships and grow a durable, high‑potential client base
Identify speaking engagements and educational opportunities to inform clients about financial planning while promoting services and building conversion opportunities
Monitor market developments and industry trends to keep recommendations current and aligned with changing conditions
Demonstrate a commitment to ongoing professional growth by engaging in continuing education, attending seminars, and pursuing relevant training

Bachelor’s degree in finance or a related field from an accredited program
Prior experience in a financial advisory role or an equivalent position within the financial services sector
Valid qualification certificates such as FCA, CII, DipFA, CISI, or other recognized credentials
Strong ability to interpret market data and translate insights into practical guidance for clients
Proven track record delivering data-driven financial recommendations that clients can trust
Skilled at simplifying complex financial concepts so clients with diverse backgrounds can understand
Proficiency with a broad set of software tools including Microsoft Office, Excel, financial planning platforms, and CRM systems
Strong negotiation, written and verbal communication, and presentation abilities essential for client interactions and stakeholder engagement

Associate Financial Advisor

Job Description