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Finance Jobs in Cleveland, MS (NOW HIRING)

Customer Service Representative

Indianola, MS · On-site

$14.75 - $20.25/hr

As a CSR, you'll play a key role in delivering exceptional customer service while building relationships and helping our customers find the right financial solutions. Whether you're looking for a ...

Customer Service Representative

Indianola, MS

$14.75 - $20.25/hr

As a CSR, you'll play a key role in delivering exceptional customer service while building relationships and helping our customers find the right financial solutions. Whether you're looking for a ...

Customer Service Representative

Indianola, MS · On-site

$14.75 - $20.25/hr

As a CSR, you'll play a key role in delivering exceptional customer service while building relationships and helping our customers find the right financial solutions. Whether you're looking for a ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

Financial services training experience preferred * Specialized financial services knowledge or experience may be considered in place of training experience * Technical skills to operate and deliver ...

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Showing results 1-20

Finance information

See Cleveland, MS salary details

$21.6K

$79.9K

$116.9K

How much do finance jobs pay per year?

As of Aug 19, 2026, the average yearly pay for finance in Cleveland, MS is $79,887.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,700.00 and $94,000.00 per year, depending on experience, location, and employer.

What is a finance professional?

A finance professional is someone who manages money, investments, or financial planning for individuals, companies, or organizations. Their work can involve budgeting, forecasting, analyzing financial data, and advising on investment strategies. Finance professionals may work in areas such as corporate finance, banking, investment management, or financial planning. They play a crucial role in helping clients or employers make informed financial decisions and achieve their financial goals.

What are careers in the finance industry?

The finance industry offers a wide range of careers in specialties like banking, investment management, and corporate finance. As an investment manager, you oversee funds and are involved in trading assets and equities. Financial consultants may offer investment and financial advice and money management services to individuals. In banking and corporate finance, your duties include financial forecasting and modeling, negotiating lines of credit, and preparing financial statements. Responsibilities in all banking and finance sectors could consist of accounting, internal audits, and ensuring compliance with financial regulations.

What are the key skills and qualifications needed to thrive in a finance career, and why are they important?

A successful finance professional typically needs strong analytical skills, attention to detail, and a solid foundation in accounting, economics, or finance, often backed by a relevant degree. Familiarity with financial modeling tools, Excel, enterprise resource planning (ERP) systems, and certifications like CFA or CPA are highly valued. Exceptional communication, problem-solving abilities, and ethical judgment help individuals excel by effectively interpreting data and collaborating across teams. These competencies are essential for making informed decisions, ensuring regulatory compliance, and supporting organizational financial health.

What are some common challenges faced by professionals working in finance, and how can they be managed?

Professionals in finance often face challenges such as tight deadlines, rapidly changing regulations, and the need to maintain accuracy under pressure. Managing large volumes of data while ensuring compliance with industry standards requires strong organizational skills and continual learning. Building effective communication with cross-functional teams, such as accounting, operations, and management, is essential for accurate financial reporting and strategic planning. Staying updated on financial trends and leveraging technology can also help professionals address these challenges efficiently.

What is the difference between Finance vs Accounting?

AspectFinanceAccounting
Required CredentialsCertifications like CFA, CFP often preferredCPA, CMA certifications common
Work EnvironmentFocus on investment analysis, financial planningFocus on recording, reporting financial transactions
Employer & Industry UsageUsed in banks, investment firms, corporate financeUsed in accounting firms, corporate accounting departments
Common Search & Comparison IntentUnderstanding financial management rolesUnderstanding financial reporting roles

Finance professionals primarily focus on managing investments, financial planning, and strategic financial decision-making. In contrast, accounting professionals handle recording, classifying, and reporting financial transactions. While both fields require strong financial knowledge and certifications, their roles differ in scope and daily tasks, catering to different aspects of an organization's financial health.

What are the careers in finance?

Careers in finance include roles such as financial analyst, accountant, investment banker, financial planner, and risk manager. These positions often require strong analytical skills, knowledge of financial software, and relevant certifications like CFA or CPA. The finance industry offers opportunities in banking, investment firms, corporate finance, and insurance sectors.

What jobs can you do in finance?

In finance, common jobs include financial analyst, accountant, financial advisor, investment banker, and risk manager. These roles often require skills in financial modeling, data analysis, and knowledge of financial software, with certifications like CFA or CPA enhancing career prospects.

What are the most commonly searched types of Finance jobs in Cleveland, MS?

The most popular types of Finance jobs in Cleveland, MS are:

What are popular job titles related to Finance jobs in Cleveland, MS?

For Finance jobs in Cleveland, MS, the most frequently searched job titles are:

What cities near Cleveland, MS are hiring for Finance jobs?

Cities near Cleveland, MS with the most Finance job openings:

Infographic showing various Finance job openings in Cleveland, MS as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 79% Physical, 8% Hybrid, and 13% Remote job distribution, with an average salary of $79,887 per year, or $38.4 per hour.

Full-time

Re-posted 4 days ago


Hancock Whitney Bank rating

7.7

Company rating: 7.7 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

93rd of 171 rated banks


Job description

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.

JOB FUNCTION / SUMMARY:

Provides support for Financial Advisors and Senior Investment Consultants (Advisors) by delivering excellent client service to Hancock Whitney Financial Consultants (HWFC) clients while contributing to the overall goals and objectives of Wealth Management. Assist Advisors with maintaining and growing client relationships and portfolios.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Assist in opening accounts, preparing for account reviews, process account maintenance
  • Schedule client appointments, meetings with wholesalers, meetings with licensed bankers.
  • Help train and assist licensed bankers to assist clients.
  • Help uncover investment opportunities for existing and new clients.
  • Effectively work with assigned territory team of licensed bankers and Financial Center managers to assist clients, track referrals, follow up with all pending business/referrals, and meet revenue goals for branches as well as monthly/annual goal for Advisors.
  • Often work unsupervised, making effective use of time.
  • Follow protocol for meeting clients within the assigned territory, making sure any referral received does not already belong to another Advisor.
  • Often serve as primary point of contact for clients, demonstrate confidence and knowledge of the industry to cultivate clients' trust.
  • Stay abreast of and communicate changes to paperwork requirements, compliance rules, approval procedures, and business solicitation guidelines.
  • Provide administrative support for Advisors as needed.
  • Assist clients and advisors to purchase and sell stock, mutual funds, brokerage CDs, U.S. Treasuries, and Municipal and Corporate bonds.
  • Assist Advisors in executing orders, research and daily operational procedures.
  • Work directly with clients opening new investment accounts and insuring documentation meets compliance requirements.
  • Responsible for money transfers between Hancock Whitney Bank and Brokerage accounts
  • Research account positions for clients.
  • Resolve account discrepancies.
  • Assist with fund and account transfers.
  • Assist clients with Internet trading and viewing their accounts online.
  • Provide clients with stock and fund information.

SUPERVISORY RESPONSIBILITIES:

None

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

  • High school diploma or equivalent required; Bachelor's degree preferred
  • 2 years of related support experience; preferably in a financial institution
  • A combination of education and experience/training may be considered.
  • Must currently possess Life and Health Insurance License - fixed annuity and variable annuity and be in good standing.
  • Must currently possess FINRA Investment License(s) - Series 7, 63, 65/66 and be in good standing.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

  • Ability to travel if required to perform the essential job functions
  • Ability to work under stress and meet deadlines
  • Ability to operate related equipment to perform the essential job functions
  • Ability to read and interpret a document if required to perform the essential job functions
  • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers.  All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.


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