Associate Financial Advisor
Crown Financial Group Inc
Benefits:
Bonus based on performance
Opportunity for advancement
Training & development
Wellness resources
Benefits/Perks
Careers Advancement Opportunities
Flexible Scheduling
Competitive Compensation
Job Summary
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
Qualifications
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
$18 per hour
...: 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 Expert...SuggestedHourly payFull timeTemporary workPart timeWork experience placementLocal areaFlexible hoursT-Mobile
Tupelo, MS17 hours ago$18 per hour
...: 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 Expert...SuggestedHourly payFull timeTemporary workPart timeWork experience placementLocal areaFlexible hoursT-Mobile
Tupelo, MS1 day ago- ...career building • Opportunities for advancement with a clear path for upward mobility About the Role We are seeking an associate attorney to join our growing Gulfport office. This is a hands-on role within an active and fast paced litigation practice, offering...SuggestedFor contractorsWork at officeFlexible hours
Galloway Johnson Tompkins Burr & Smith
Tupelo, MS3 days ago - ...Gatling PLLC is seeking an experienced Associate Attorney with 5+ years of litigation experience to join our growing insurance defense practice in Madison, Mississippi. Gatling PLLC is an insurance defense law firm delivering strategic, results-driven representation...Suggested
Gatling PLLC
Tupelo, MS4 days ago $105k - $130k
Pay: $105,000.00 - $130,000.00 per year Why This Is a Great Opportunity Join a respected insurance defense practice handling meaningful, high-exposure litigation matters. Work closely with experienced firm leadership in a small-firm environment where your...SuggestedOrion Placement
Tupelo, MS1 day ago$115k
...We have been retained by a Mississippi-based specialty litigation firm to find an experienced Associate Attorney to focus their practice in Government Litigation representing public entities in complex matters. This position requires an Attorney with the desire...Kinetic Staffing, LLC
Tupelo, MS2 days ago- ...gathers, analyzes and reconciles complete, accurate credit and financial data using the five credit factors under the guidelines of... ...problems. Follows market trends and developments to increase association's business in established and developing markets. Keeps...Temporary work
First South Farm Credit
Tupelo, MS1 day ago - ...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 - ...opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and... ...transferrable sales and/or customer service experience; OR an Associate's degree and 1 year of relevant and transferrable sales and/or...Full timeLocal area
Woodforest Bank
Tupelo, MS4 days ago - Milton Hershey School, a cost-free pre-K through 12th grade residential school, is seeking a Youth Development Specialist in the Education, Training & E-Learning department. This role supports students’ academic, social, and emotional growth through mentoring, small-group...Full time
Milton Hershey School
Tupelo, MS1 day ago - ...Plan menus and order subsistence; prepare and serve meals in galleys, mess decks, and wardrooms; manage storerooms, inventories, and financial records; operate and maintain kitchen and dining spaces; lead food production teams and supervise sanitation and food safety;...ApprenticeshipWorldwide
US Navy
Tupelo, MS2 days ago $75k - $95k
...Own the numbers. Build and manage department and program budgets, track spend against grant scopes, and produce clean, on-time financial and programmatic reports for funders, leadership, and the board. Lead a growing team. You'll start as a player-coach and grow...Live inSR1 Agriculture and Food Science
Tupelo, MS2 days ago- Classified - Classified Positions - Other (Classified) Job Number 4600322277 Start Date Open Date 06/08/2026 Closing Date FLSA STATUS: Non-Exempt JOB TITLE: Part-Time Livestream Specialist QUALIFICATIONS: 1. Experience...Part timeNight shift
Tupelo Public Schools
Tupelo, MS1 day ago - ...Client Accounting and Advisory Services Associate Client Accounting and Advisory Services... ...a year-round partner in our clients financial lives. We believe clarity builds confidence... ...beyond execution and into a trusted-advisor role, you may be a great fit for our team...Full timeWork at office
- Strategic Sourcing Analyst: Our Manufacturing Client in Mississippi is in a growth mode and is looking for strong Strategic Sourcing Analysts. Opportunities on the Direct and Indirect Sides, alike. Responsibilities: Lead projects and initiatives supporting efficiency...
FPC of Savannah
Tupelo, MS4 days ago $14 - $14.5 per hour
...Manufacturing Assembly Associate Location: Tupelo, MS Available Shifts & Pay Day Shift Pay: $14.00 per hour Schedule: Monday – Thursday, 5:00 AM – 3:30 PM Positions Available: 3 Includes frequent heavy lifting and material handling...Hourly payPermanent employmentShift workNight shiftDay shift- ...store level marketing, and streamlining trade practices. In business for more than 100 years, CROSSMARK employs more than 20,000 associates worldwide in offices in the U.S., Canada, Mexico, Australia and New Zealand. Headquartered in Plano, Texas, CROSSMARK is a privately...Weekly payExtra incomePermanent employmentPart timeWorldwideFlexible hours
CROSSMARK
Tupelo, MS17 hours ago - Job Title Duties The following are the duties of this position at the full working level. If this vacancy includes more than one grade and you are selected at a lower grade level, you will have the opportunity to learn to perform these duties and receive training...
Treasury Department
Tupelo, MS4 days ago $60k - $100k
...Job Description Job Description Financial Services Representative (No Experience Needed – Training Provided) Mitchell & Mitchell Agency Start a Career, Not Just a Job We’re hiring motivated individuals to join our growing team. No experience? No problem. We...Weekly payFlexible hoursMitchell & Mitchell Agency
Tupelo, MS16 days ago- Delivery Specialist At Bestway our Delivery Specialists play a pivotal role in our vision to enhance the customers rent to own experience. We expect our Delivery Specialists to be customer centric individuals that not only deliver products but also deliver an exceptional...Full time
BestWay Rent To Own
Tupelo, MS17 hours ago - ...store level marketing, and streamlining trade practices. In business for more than 100 years, CROSSMARK employs more than 40,000 associates worldwide in offices in the U.S., Canada, Mexico, Australia and New Zealand. Headquartered in Plano, Texas, CROSSMARK is a privately...Weekly payExtra incomePermanent employmentPart timeWorldwideShift workWeekend work
CROSSMARK
Tupelo, MS5 days ago - ...across an existing Business Banking Treasury Management portfolio. Duties & Responsibilities: Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses and handles client's sales needs. May have direct responsibility...Full timeH1bWork at officeRemote workWork from homeFlexible hours
Huntington
Tupelo, MS17 hours ago - Benefits: Flexible schedule Employee discounts We get it - you want a flexible job you're excited about, co-workers you enjoy, and work you can be proud of. You can find that at Taziki's. Experience is great, but not required - we can teach you everything you ...Flexible hoursWeekend workDay shiftAfternoon shift
Taziki's - TUSC/TUP
Tupelo, MS4 days ago $185k - $230.46k
Full-Time In-Person | Active-Duty | Not Remote or Telemedicine Annual Compensation: $185,000 to $230,461 Key Responsibilities: As a Navy Orofacial Pain Specialist, you’ll diagnose and manage complex pain disorders affecting the head, face, jaw, and temporomandibular...Full timeU.S. Navy
Tupelo, MS3 days ago- Veterans • Transitioning Service Members • Former Athletes Encouraged to Apply The Zuzick Organization of Globe Life: American Income Division is seeking highly motivated, disciplined individuals to join our growing New England team. What You’ll Do Connect with ...Remote jobFull time
Zuzick Organization of Globe Life
Tupelo, MS4 days ago $115k - $145k
...elements, involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining... ...will join the firm as either Senior Analysts or Research Associates, depending on their prior work experience. Experienced Analyst...Full timeWork experience placementLocal areaCornerstone Research
Tupelo, MS2 days ago- ...existing and prospective customers to determine and meet their financial needs. With a deep understanding of Renasant Bank customer engagement... ...and role modeling by serving as our customer's financial advisor of choice. Personal Bankers should be self-motivated to achieve...Contract workLocal area
Renasant
Shannon, MS2 days ago - ...ITM policies and procedures. Presents and explains Cadence Bank 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...Full timeH1bWork at officeRemote workWork from homeFlexible hours
Huntington
Tupelo, MS3 days ago $15 per hour
...Maintenance Associate Location: Oxford, MS Schedule: Monday – Friday | 8:00 AM – 5:00 PM Pay Rate: $15.00 per hour We are currently hiring a dependable and motivated Residential Maintenance Technician to join our team in Oxford, MS. The ideal candidate will...Hourly payFull timeCurrently hiringMonday to Friday$68.5k - $88.02k
What Nuclear Pharmacy - Radiation contributes to Cardinal Health Pharmacy Operations is responsible for the safe, efficient and effective coordination of Cardinal Health's pharmacy operations that service acute care hospitals, hospital retail customers, ambulatory care...Full timeTemporary workWork experience placementLive inImmediate startMonday to FridayFlexible hoursShift workNight shiftWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Financial Advisor. Be the first to apply!
