Associate Financial Advisor
CROWN FINANCIAL GROUP
Job Description
Job Description
Benefits:
- Bonus based on performance
- Opportunity for advancement
- Training & development
- Wellness resources
- Careers Advancement Opportunities
- Flexible Scheduling
- Competitive Compensation
We 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. 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
- Embrace a willingness to learn and grow as a professional through continuing education, seminars, and other training opportunities
- Bachelor’s degree in finance or a related field
- Previous experience as a Financial Advisor 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
- 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
Vacancy posted 15 days ago
Similar jobs that could be interesting for youBased on the Associate Financial Advisor in Tupelo, MS vacancy
$15 - $25 per hour
Walmart Spark Drivers pick up and deliver Walmart orders, including groceries and general merchandise, to customers using their own vehicle. Drivers use the Spark app to accept delivery offers, load orders into their vehicle, and complete deliveries within scheduled time...SuggestedHourly payFor contractorsFlexible hoursWalmart Spark Driver
Tupelo, MS2 days ago- ...Food/Consumables Team Associate WM Supercenter #391 2270 W Main St Tupelo, MS 38801-3144 $14.00 - $27.00/hr* Part time Shift may start... ...Health benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life...SuggestedHourly payMinimum wageFull timeTemporary workPart timeSeasonal workShift work
Walmart
Tupelo, MS4 days ago $20 per hour
Forbes #1 World's Best Pizza Employer 10/11/22 Our delivery drivers are the Best and make the most $$$ ! NOW HIRING IMMEDIATELY Earn up to $20 as a Papa John’s Pizza delivery driver. Part time available now then Full time after you prove yourself worthy. Day shift, night...SuggestedFull timePart timeLocal areaImmediate startFlexible hoursShift workNight shiftWeekend workDay shiftWeekday workWorkstream
Tupelo, MS14 hours ago- Walmart Stores | Medical, Dental, Vision, Rx + 401(k) with match + PTO + 100% Reimbursement of Tuition & Books | 3929 North Gloster Street | Responsibilities: Change oil, tires, and other general maintenance; Ensure customers have a great first and last impression; Become...SuggestedImmediate start
Wal-Mart Stores , Inc.
Tupelo, MS4 days ago $17 - $25 per hour
...people cultures ideas and experiences creates a workplace where associates feel seen supported and connected through a culture of... ...Health benefits include medical, vision and dental coverage -Financial benefits include 401(k), stock purchase and company-paid life...SuggestedHourly payMinimum wageFull timeTemporary workPart timeWalmart
Tupelo, MS5 days ago$17 - $25 per hour
...collaborating with cross functional teams and helping educate other associates on tools, tasks and resources; communicating effectively with... ...benefits include medical, vision and dental coverage Financial benefits include 401(k), stock purchase and company-paid life...Hourly payMinimum wageFull timeTemporary workPart timeImmediate startFlexible hoursWalmart
Tupelo, MS2 days ago- ...Asset Protection Associate Neighborhood Market #4619 316 S Gloster St Tupelo, MS 38801-4748 CP-4619-9004 $17.00 - $30.00/hr* Full... ...Health benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life...Hourly payMinimum wageFull timeTemporary workPart timeShift workWeekend workAfternoon shift
Walmart
Tupelo, MS5 days ago - ...Yard Associates Yard Associates are responsible for providing excellent customer service while handling merchandise, unloading or loading trucks, and waiting on customers. Yard Associates must protect company assets such as trucks and forklifts and must always act...Hourly payPart timeFor contractors
$12 - $15 per hour
...Omni Associate As the Omni Associate you are accountable for contributing to profitable sales growth by executing Enterprise Fulfillment and jcp.com activities and strategies to include Customer Service & Sales, Enterprise Fulfillment, jcp.com operations, and general...Hourly payWork experience placementWorldwide- ...Associate Position At JD Finish Line, we're not just selling products; we're creating experiences. Our retail stores are a vibrant reflection of our brand's passion for innovation and customer service. We're on the lookout for talented associates to be a part of our...Permanent employmentTemporary workLocal areaFlexible hoursNight shiftDay shift
$20.76 per hour
Goodyear Manufacturing Position For over a century, Goodyear has been redefining the boundaries of tire technology producing innovative tires that deliver unparalleled performance for a diverse range of vehicles. Our success, however, is not just due to our cutting-...Work experience placementShift workNight shiftAfternoon shift- ...connect that passion with a much greater purpose that impacts people you know and love. Job Description JOB SUMMARY The Patient Dining Associate is responsible for providing exceptional meal service and nutritional support to patients while ensuring compliance with physician...Temporary workWork experience placementWork at officeRelocation package
- ...Seasonal Associate Love what you do. Carter's Careers. As a Seasonal Associate, you will be the first face of the brand for growing families. You'll congratulate new parents and grandparents, introduce them to our new baby essentials, help them prep for their first...Seasonal workNight shiftDay shift
$18 per hour
...Mobile Associate, Store-In-Store At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees...Hourly payFull timeTemporary workPart timeWork experience placementLocal areaFlexible hours$12 per hour
...Seasonal Associate The Seasonal Sales Associate drives sales and provides exceptional customer service, while engaging our customers and exhibiting an elevated level of product knowledge and expertise. The Seasonal Sales Associate is a temporary role meant to support...Temporary workSeasonal workLocal areaFlexible hoursShift workAfternoon shift- ...leverage and connect that passion with a much greater purpose that impacts people you know and love. Job Summary The Patient Dining Associate at North Mississippi Health Services is responsible for ensuring all patients receive accurate and timely meal and nutritional...
$103.28k - $140.65k
...career at Regions. At Regions, we believe associates deserve more than just a job. We believe... ...Regions, the Private Wealth Management Advisor develops and maintains a portfolio of... ...advisory approaches and sound personal financial planning and financial advisory concepts...Full timeFlexible hours$103.28k - $140.65k
...Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client... ...advisory approaches and sound personal financial planning and financial advisory concepts... ...directly impact pay for individual associates include: experience, skills, knowledge,...Flexible hoursRegions Bank
Tupelo, MS4 days ago- No prior industry experience required Meet with clients on Zoom to help them enroll in benefit programs Explain options in a clear, simple, and relatable way Help clients complete online enrollment forms accurately Schedule and manage virtual appointments ...Full time
Zuzick Organization of Globe Life
Tupelo, MS13 hours ago $18 per hour
...Yes/No): No Hourly Base Pay: $18.00, plus $5.00 per hour training pay. Within the first 90 days working at T-Mobile, Mobile Associates receive on-the-job training and are eligible for hourly training pay. Once completed, Mobile Associates promote to the Mobile...Hourly payFull timeTemporary workPart timeWork experience placementLocal areaFlexible hoursT-Mobile
Tupelo, MS13 hours ago$18 per hour
...Yes/No): No Hourly Base Pay: $18.00, plus $5.00 per hour training pay. Within the first 90 days working at T-Mobile, Mobile Associates receive on-the-job training and are eligible for hourly training pay. Once completed, Mobile Associates promote to the Mobile...Hourly payFull timeTemporary workPart timeWork experience placementLocal areaFlexible hoursT-Mobile
Tupelo, MS1 day ago- ...resolves discrepancies in a timely manner. Presents and explains HNB services and products to customers and assists in meeting their financial needs. Answer questions and solve problems for customers by listening, collecting data, securing answers, and reporting results to...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...customer service experience preferred ~ Ability to communicate with customers and identify opportunities to help customers with their financial needs by identifying cues and clues while processing their transaction ~10-Key skills ~ Mathematical skills, including the...Contract workPart time
Renasant
Tupelo, MS5 days ago - ...customer service experience preferredAbility to communicate with customers and identify opportunities to help customers with their financial needs by identifying cues and clues while processing their transaction10-Key skillsMathematical skills, including the ability to...Contract workPart time
Renasant
Tupelo, MS3 days ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Tupelo, MS2 days ago- ...Job Description Lot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintaining a sufficient quantity of carts near the entrance of the store. This position...Local area
Home Depot
Saltillo, MS4 days ago $17 - $25 per hour
...people, following recipes and organization? Our Bakery/Packager associates prepare fresh baked items daily for our members through follow... ...benefits include medical, vision and dental coverage Financial benefits include 401(k), stock purchase and company-paid life...Hourly payMinimum wageFull timeTemporary workPart timeImmediate startFlexible hoursWalmart
Tupelo, MS3 days ago- ...Hodges Orthodontics is seeking an associate orthodontist to join their hard-working team! This team cares for each other and strives to make every patient feel right at home. With two convenient locations in Tupelo and Pontotoc, MS. Hodges Orthodontics provides comprehensive...Daily paidFull timeTemporary workRelocation package
Southern Orthodontic Partners
Tupelo, MS1 day ago $41.51k
...prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate... .... Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location...Full timeFlexible hours$50k
...Hodges Orthodontics in Tupelo, MS is looking for an associate orthodontist to join a caring, patient‑centered team. The Bridge Program in Tupelo offers a $50,000 sign‑on and up to $100,000 in tenure bonuses during the first 2 years, with the option to stay or relocate...RelocationDowntown Boulder Partnership
Tupelo, MS3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Financial Advisor. Be the first to apply!
Related searches