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Associate Financial Advisor

CROWN FINANCIAL GROUP · Tupelo, MS

Compensation

$75k – $86k /yr

Employment type

Full-time

Work setting

On-site

Location

Tupelo, MS

Schedule

Day shift

Posted

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Job overview

The Associate Financial Advisor role is an onsite position located in Tupelo, MS. Compensation is 75,000 USD to 86,000 USD per year, and this role supports the financial planning team at CROWN FINANCIAL GROUP. This role exists to provide financial guidance and education to clients, helping them achieve their financial goals. The Associate Financial Advisor contributes to the team by analyzing financial data, developing individualized plans, and building strong client relationships.

What you'll do

  • Gather client financial information, create financial plans, recommend products, network to develop a client base, and maintain industry knowledge.

What we're looking for

Skills & competencies
full-time
day shift
tupelo ms
financial advisor
finance
planning
client relations
75k-86k
career advancement
professional
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Performance bonus, advancement opportunities, training, wellness resources

Why this role

Performance-based bonuses and career advancement opportunities.

About the employer

CROWN FINANCIAL GROUP is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.

Additional details

Industry sector
52
Industry
Portfolio Management and Investment Advice
Occupation code
13-2052.00
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