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Financial Planning Jobs in Ridgeland, MS (NOW HIRING)

Build and manage financial models to support forecasting, budgeting, report creation to support long-term planning * Prepare monthly business review materials with actionable commentary * Automate ...

Build and manage financial models to support forecasting, budgeting, report creation to support long-term planning * Prepare monthly business review materials with actionable commentary * Automate ...

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Financial Advisor

Madison, MS

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Financial Advisor

Madison, MS · On-site

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Financial Advisor

Madison, MS

$137K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

This role willtransform complex financial data into actionable insights that support strategic planning, budgeting, and performance optimization. Duties/Responsibilities: * Perform in-depth financial ...

This role will transform complex financial data into actionable insights that support strategic planning, budgeting, and performance optimization. Duties/Responsibilities: * Perform in-depth ...

Financial Advisor

Madison, MS · On-site

$61K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience • Asset & Income Protection • Education Funding • Investment & Advisory ...

Financial Advisor

Madison, MS

$61K - $250K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory ... As a financial advisor, you will: * Grow your client base by making new connections, maintaining a ...

Showing results 21-40

Financial Planning information

See Ridgeland, MS salary details

$29.6K

$50.5K

$87.1K

How much do financial planning jobs pay per year?

As of Aug 20, 2026, the average yearly pay for financial planning in Ridgeland, MS is $50,505.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,700.00 and $57,100.00 per year, depending on experience, location, and employer.

What is financial planning?

Financial planning is the process of evaluating an individual's or organization's current financial situation and developing a comprehensive strategy to achieve long-term financial goals. This often includes budgeting, saving, investing, tax planning, retirement planning, and risk management. Financial planners help clients create actionable plans to manage their money, grow their wealth, and prepare for future needs. The process is ongoing and may be adjusted as financial circumstances or goals change.

What are the key skills and qualifications needed to thrive in financial planning, and why are they important?

To thrive in Financial Planning, you need strong analytical skills, financial acumen, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software (such as eMoney Advisor, MoneyGuidePro) and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly make professionals stand out. These skills are crucial for building client trust, crafting effective financial strategies, and ensuring compliance with industry regulations.

What are some common challenges financial planners face when working with clients, and how can these be addressed?

Financial Planners often encounter challenges such as clients’ reluctance to share personal financial details, unrealistic investment expectations, or difficulty adhering to agreed-upon plans. Building strong relationships through clear communication and trust is essential to overcoming these barriers. Successful planners regularly educate clients, set realistic goals, and provide ongoing support to help clients stay on track. Adapting strategies to each client's unique circumstances fosters long-term success and client satisfaction.

What is the difference between Financial Planning vs Financial Analysis?

AspectFinancial PlanningFinancial Analysis
Primary FocusCreating comprehensive financial strategies and long-term plans for individuals or businessesAssessing financial data to evaluate performance and inform investment or business decisions
Required CredentialsCertifications like CFP, CPA, or CFA often preferredTypically requires CFA, CPA, or similar financial analysis certifications
Work EnvironmentAdvisory roles, client meetings, planning sessionsData analysis, reporting, financial modeling
Industry UsageFinancial services, wealth management, personal financeInvestment firms, corporate finance, banking

Financial Planning and Financial Analysis are related but distinct roles. Financial Planning focuses on developing strategies for long-term financial health, while Financial Analysis involves evaluating financial data to support decision-making. Both require strong analytical skills and relevant certifications, but their daily tasks and objectives differ significantly.

Does a financial planning make good money?

Financial planners typically earn a median annual salary that varies based on experience, location, and client base, with many earning a comfortable income. Successful financial planners often hold certifications like the CFP and develop strong client relationships to increase earning potential.

What is a career in financial planning?

A career in financial planning involves helping individuals and businesses develop strategies to manage their finances, including investments, retirement, taxes, and estate planning. Financial planners typically hold certifications like the CFP and use tools such as financial software to analyze clients' financial situations. The role requires strong analytical skills, knowledge of financial markets, and adherence to regulatory standards.

What kind of jobs can you get with a financial planning degree?

A financial planning degree can lead to roles such as financial planner, financial analyst, investment advisor, or wealth manager. These jobs typically require strong analytical skills, knowledge of financial tools, and often certification such as CFP or CFA to advance in the field.

What job categories do people searching Financial Planning jobs in Ridgeland, MS look for?

The top searched job categories for Financial Planning jobs in Ridgeland, MS are:

What cities near Ridgeland, MS are hiring for Financial Planning jobs?

Cities near Ridgeland, MS with the most Financial Planning job openings:

Infographic showing various Financial Planning job openings in Ridgeland, MS as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $50,505 per year, or $24.3 per hour.

Financial Analyst I/II

Trustmark Bank

Jackson, MS • On-site

Full-time

Posted 29 days ago


Trustmark National Bank rating

8.2

Company rating: 8.2 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

51st of 171 rated banks


Job description

Overview
Position is responsible for conducting in-depth financial analysis including forecasting, budgeting, data analysis, and metric development.
This position may be filled as a Level I or II. Additional responsibilities and qualifications apply.
Responsibilities
  • Build and manage financial models to support forecasting, budgeting, report creation to support long-term planning
  • Prepare monthly business review materials with actionable commentary
  • Automate and improve financial processes and reporting using tools such as Excel, Power BI, OBIE, or financial planning software
  • Track key performance indicators (KPIs), develop dashboards, and deliver performance analyses that influence decisions within the organization
  • Associates are expected to perform all additional duties as assigned

Level II Additional Responsibilities:
  • Monitor and forecast key performance indicators (KPIs), develop dashboards, and deliver performance analyses that influence decisions within the organization
  • Develop new and existing materials for senior management presentations, discussions, and reviews
  • Active role in the development of the annual budget and multi-year strategy plans
  • Associates are expected to perform all additional duties as assigned

Qualifications
  • Bachelor's degree in Finance or Accounting or related field of study
  • 1+ years of experience in Financial Planning and Analysis (FP&A) or a corporate finance role -OR- Recent college graduate and selected for the Trustmark Development Associate position.
  • Demonstrate strong written and oral communication skills, including the ability to communicate and present findings in understandable terms for appropriate management interactions
  • Demonstrate strong financial acumen with the ability to analyze financial data, budget, and translate into actional financial activities
  • Demonstrate strong analytical skills with the ability to interpret data and make recommendations
  • Prior experience with Microsoft applications, primarily Excel, Teams, PowerPoint, Outlook, Access, SharePoint, Word, VBA and other database analysis and reporting tools
  • Strong Ability to interact with professionalism and demonstrate confidence in presentations
  • Ability to manage multiple projects and exercise appropriate organization and time management skills
  • Ability to develop and maintain strong relationships with key stakeholders
  • Master's degree in Accounting, Finance, or Business Administration preferred
  • Knowledge of OBIEE, Power BI, Cognos, or other business intelligence dashboard tools preferred

Level II Additional Qualifications:
  • Bachelor's degree in Finance or Accounting or related field of study
  • 2+ years of experience in Financial Planning and Analysis (FP&A) or corporate finance role
  • Prior experience with building complex financial models
  • Strong financial acumen with the ability to analyze financial data, budget, and translate into actional financial activities
  • Strong analytical skills with the ability to interpret data and make recommendations
  • Strong experience with Microsoft applications, primarily Excel, Teams, PowerPoint, Outlook, Access, SharePoint, Word, VBA and other database analysis and reporting tools
  • Demonstrated strong written and oral communication skills, including the ability to communicate and present findings in understandable terms for appropriate management interactions
  • Demonstrated ability to interact with professionalism and demonstrate confidence in presentations
  • Demonstrated ability to manage multiple projects and exercise appropriate organization and time management skills
  • Demonstrated ability to develop and maintain strong relationships with key stakeholders
  • Master's degree in Accounting, Finance, or Business Administration preferred
  • 2+ years working in the financial department at a financial institution preferred
  • Strong knowledge of OBIEE, Power BI, Cognos, or other business intelligence dashboard tools preferred

Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.
Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

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