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Financial Advisor Analyst Jobs in Meridian, MS (NOW HIRING)

H&R Block

Tax Associate

Meridian, MS · On-site

$57K - $76K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Meridian, MS · On-site

$56K - $75K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Quitman, MS · On-site

$54K - $73K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Meridian, MS · On-site

$57K - $76K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Bumper's Drive-In

Restaurant General Manager

Quitman, MS · On-site

$50K - $69K/yr

... advise customers on food and beverage choices * oversee preparation of food and beverage items ... analyzing financial data * knowledge of planning and forecasting * track record of managing ...

Ochsner Health

Safety Coordinator-FT

Meridian, MS · On-site

... finance, audit, personnel and resource management generally acquired through coursework leading to ... analytical. * Possess a keen eye for detail and a sensitivity for potential dangers. * Advise on ...

Ochsner Health

Safety Coordinator-FT

Meridian, MS

... finance, audit, personnel and resource management generally acquired through coursework leading to ... analytical. * Possess a keen eye for detail and a sensitivity for potential dangers. * Advise on ...

All JobsFinancial Advisor Analyst JobsFinancial Advisor Analyst Jobs in Meridian, MS

Financial Advisor Analyst information

See Meridian, MS salary details

$37.8K

$86.4K

$115.7K

How much do financial advisor analyst jobs pay per year?

As of Aug 28, 2026, the average yearly pay for financial advisor analyst in Meridian, MS is $86,428.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,700.00 and $108,400.00 per year, depending on experience, location, and employer.

What is a financial advisor analyst?

A Financial Advisor Analyst is a professional who supports financial advisors by conducting research, analyzing financial data, and preparing reports to help clients make informed investment decisions. They often assist in creating financial plans, assessing portfolios, and tracking market trends. This role typically serves as an entry point in the financial advisory field, offering hands-on experience with financial strategies and client interactions. Financial Advisor Analysts work in banks, investment firms, or private advisory practices and play a crucial role in ensuring clients' financial goals are met.

What are the key skills and qualifications needed to thrive as a financial advisor analyst?

To thrive as a Financial Advisor Analyst, you need strong analytical abilities, financial modeling skills, and a solid understanding of investment principles, typically backed by a degree in finance, economics, or a related field. Familiarity with financial software such as Excel, Bloomberg Terminal, and portfolio management systems, as well as certifications like CFA or CFP, is highly valued. Excellent communication, problem-solving, and interpersonal skills help in building client trust and working effectively in teams. These skills and qualities are essential for providing accurate financial advice, supporting informed investment decisions, and fostering long-term client relationships.

What are some common challenges financial advisor analysts face when managing client portfolios, and how can these be addressed?

Financial Advisor Analysts often encounter challenges such as keeping up with rapidly changing market conditions, managing diverse client expectations, and ensuring compliance with financial regulations. To address these, analysts must stay well-informed through ongoing research and professional development, utilize advanced portfolio management tools, and communicate proactively with clients to set realistic goals and update them on performance. Collaborating closely with senior advisors and compliance teams also helps to maintain high standards and deliver tailored solutions.

What is the difference between Financial Advisor Analyst vs Financial Planner?

AspectFinancial Advisor AnalystFinancial Planner
CredentialsCFP, CFA, or similar certifications often preferredCFP certification highly recommended
Work EnvironmentFinancial firms, investment banks, or advisory firmsIndependent practice, financial advisory firms, or banks
Primary FocusAnalyzing investments, supporting advisors, and portfolio managementCreating comprehensive financial plans for clients
Employer & Industry UsageCommonly employed in finance and investment sectorsWidely used in personal finance and wealth management

Financial Advisor Analysts primarily support investment decisions and portfolio analysis within financial firms, while Financial Planners focus on developing personalized financial strategies for clients. Both roles often require similar certifications and work in related environments, but their core responsibilities differ—analysis versus planning.

What are popular job titles related to Financial Advisor Analyst jobs in Meridian, MS?

For Financial Advisor Analyst jobs in Meridian, MS, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Analyst jobs in Meridian, MS look for?

The top searched job categories for Financial Advisor Analyst jobs in Meridian, MS are:

What cities near Meridian, MS are hiring for Financial Advisor Analyst jobs?

Cities near Meridian, MS with the most Financial Advisor Analyst job openings:

Financial Advisor Analyst jobs near you

Tax Associate

Meridian, MS • On-site

H&R Block
Accounting Services • 1 - 5K employees

5.6

Company rating: 5.6 out of 10

Based on 293 frontline employees who took The Breakroom Quiz

147th of 152 rated financial services

People enjoy working here

Recommended by students

Recommended by parents

Learn more about H&R Blockexternal

$57K - $76K/yr

Full-time

Posted 18 days ago

Job description

About the Role
As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You'll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.
  • Meet with clients to gather information and understand their tax situation
  • Prepare complete and accurate tax returns with training and support from experienced teammates
  • Explain tax information clearly and provide recommendations in a way clients can easily understand
  • Identify tax savings opportunities and recommend relevant products and services
  • Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources
  • Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Required Qualifications
  • Successful completion of the H&R Block Income Tax Course1
  • Experience interacting with customers or clients in a service-oriented environment
  • Strong communication skills, including explaining information clearly and asking questions to understand needs
  • Problem-solving skills, including organizing information and identifying solutions
  • Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT
  • High school diploma / GED/ equivalent

Preferred Qualifications
  • Bachelor's degree in accounting, finance, or a related field
  • Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
  • Experience asking questions and recommending solutions based on customer needs
  • Ability to work 15-35 hours per week, with availability up to 40 hours during peak periods
  • Availability to work evenings and weekends during tax season

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
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About H&R Block

Sourced by ZipRecruiter

H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.

Industry

Accounting services, it services and finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Kansas City, MO, US

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