ZipRecruiter

Log In

1

Financial Advisor Jobs in Cleveland, MS (NOW HIRING)

Hancock Whitney Bank

Investment Assistant

Whitney, MS · On-site

Provides support for Financial Advisors and Senior Investment Consultants (Advisors) by delivering excellent client service to Hancock Whitney Financial Consultants (HWFC) clients while contributing ...

Aflac

Aflac Benefits Advisor

Cleveland, MS · On-site +1

$50K - $63K/yr

Be an advisor to business owners Aflac benefits advisors work directly with business owners and HR ... And you'll have the personal reward of helping to provide financial security and added peace of ...

H&R Block

Tax Associate

Cleveland, MS · On-site

$50K - $67K/yr

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 ...

H&R Block

Tax Associate

Indianola, MS · On-site

$54K - $72K/yr

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 ...

Bumper's Drive-In

Restaurant General Manager

Ruleville, MS · On-site

$46K - $63K/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 ...

Delta State University

Academic Counselor

Cleveland, MS · On-site

$12/mo

... preparation, financial literacy, financial aid application assistance, and post secondary ... advising and making referrals for their assigned participants. The Academic Counselor will also be ...

InsuraTec

Sales Representative (Remote)

Cleveland, MS · Remote

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 ...

All JobsFinancial Advisor JobsFinancial Advisor Jobs in Cleveland, MS

Financial Advisor information

See Cleveland, MS salary details

$31K

$88.1K

$124.2K

How much do financial advisor jobs pay per year?

As of Aug 20, 2026, the average yearly pay for financial advisor in Cleveland, MS is $88,082.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,700.00 and $113,000.00 per year, depending on experience, location, and employer.

What does a financial advisor do?

Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.

What are the key skills and qualifications needed to thrive as a financial advisor, and why are they important?

To thrive as a Financial Advisor, you need strong analytical skills, financial planning knowledge, and usually a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, trustworthiness, and effective communication help build client relationships and convey complex information clearly. These skills are crucial for delivering sound financial advice and earning client trust in a competitive industry.

How do financial advisors typically build and maintain client relationships in their day-to-day work?

Financial Advisors spend a significant portion of their time meeting with clients to understand their financial goals, risk tolerance, and investment preferences. Building trust is crucial, so advisors regularly communicate with clients through updates, portfolio reviews, and proactive outreach regarding market changes or new opportunities. They also collaborate with other financial professionals, such as accountants and estate planners, to provide comprehensive advice. Consistent client engagement and personalized service are key to maintaining long-term relationships and growing a successful advisory practice.

What is the difference between Financial Advisor vs Financial Planner?

AspectFinancial AdvisorFinancial Planner
CertificationsCFP, CFA, ChFCCFP, ChFC, CPA
Work EnvironmentFinancial firms, banks, independentConsulting firms, independent, or firms
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, estate, retirement
Industry UsageCommonly used in finance and investment sectorsUsed across finance, insurance, and planning services

While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.

Do financial advisors make good money?

Financial advisors typically earn a combination of base salaries and commissions or fees, with income varying based on experience, client base, and location. According to industry data, the median annual salary for financial advisors is around $89,000, with top earners making over $200,000. Success in this role often depends on strong interpersonal skills, certifications like the CFP, and the ability to build and maintain client relationships.

Is a financial advisor worth it as a job?

A financial advisor is a professional who helps clients manage their finances, investments, and retirement planning, often requiring certifications like the CFP. The job can be rewarding with a flexible schedule and earning potential based on client commissions or fees, but it also involves building a client base and staying updated on financial regulations. Its value depends on personal interest in finance and the ability to develop strong client relationships.

What qualifications do you need to be a financial advisor?

To become a financial advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Series 7 and Series 66 licenses are often required, along with strong interpersonal and analytical skills. Continuing education and licensing vary by region and employer requirements.
More about Financial Advisor jobs

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

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

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

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

Financial Advisor jobs near you
Infographic showing various Financial Advisor job openings in Cleveland, MS as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $88,082 per year, or $42.3 per hour.

Investment Assistant

Hancock Whitney Bank

Whitney, MS • On-site

Full-time

Re-posted 5 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.

What Hancock Whitney Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply