Financial Adviser
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CROWN FINANCIAL GROUP

Jackson, MS


Category

Finance and Insurance

Job Type

Full_Time

Salary

50000USD - 100000USD per year

Posted Date

July 08, 2025


Job Description

Job Description

Job Description
Benefits/Perks
  • Careers Advancement Opportunities 
  • Flexible Scheduling
  • Competitive Compensation
Job Summary
We are seeking a 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 has a track record of successful financial guidance. 
 
Responsibilities 
  • Gather information to understand each client’s overall financial situation and needs and create individualized financial plans
  • Make recommendations around a variety of financial products and services
  • Network and develop relationships to create a strong client base 
  • Seek out opportunities to make presentations, provide education, and sell services
  • Maintain up-to-date knowledge of the market and industry trends
Qualifications
  • Bachelor’s degree in finance or a related field
  • Previous experience as a Financial Adviser or related position
  • 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
  • Excellent negotiation, communication, and presentation skills
Ad Information

92b523293

$0.08

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System Information

July 17, 2025 23:46

August 01, 2025 06:47

August 01, 2025 06:47