Personal Financial Analyst Jobs
Financial Analyst - Abs
By Volkswagen of America, Inc
At Herndon, VA, United States
Financial Analyst Jobs
By Google
At Sunnyvale, CA, United States
Financial Analyst (Class Of 2024) - Financial Restructuring - Minneapolis
By Houlihan Lokey
At , Minneapolis
Financial Analyst Jobs
By Cardone Ventures
At Scottsdale, AZ, United States
Research Analyst, Personal Loans
By Dotdash Meredith
At ,
Financial Analyst Jobs
By Columbia University Medical Center
At , New York, 10032
$58,500 - $70,000 a year
Financial Analyst Jobs
By Donovan & Watkins
At Greater Chicago Area, United States
Financial Analyst Jobs
By DHL Supply Chain
At Westerville, OH, United States
Financial Analyst Jobs
By Precisely US Jobs
At , Burlington
Financial Analyst Jobs
By Compunnel Inc.
At Cary, NC, United States
Financial Analyst Jobs
By Rylem Staffing
At Hawthorne, CA, United States
Financial Analyst Jobs
By Northside Hospital Inc.
At , Sandy Springs, 30342
Financial Analyst Jobs
By Sephora
At , San Francisco, 94105
$85,000 - $92,000 a year
Financial Analyst Jobs
By Lockheed Martin
At , Highlands Ranch, 80129
Financial Analyst Jobs
By Columbia University
At , New York
$65,000 - $75,000 a year
Financial Analyst Jobs
By OhioHealth
At ,
Personal Financial Counselor Jobs
By The Bowen Group
At Sioux City, IA, United States
Financial Analyst Jobs
By Ultimate Staffing
At San Jose, CA, United States
Financial Analyst Jobs
By Bill of Rights Institute
At Arlington, VA, United States
Financial Analyst Jobs
By Robert Half
At Columbia, South Carolina Metropolitan Area, United States
Are you looking for an exciting and rewarding career in the financial industry? We are looking for a Personal Financial Analyst to join our team! As a Personal Financial Analyst, you will be responsible for providing financial advice and guidance to our clients. You will analyze financial data, create financial plans, and provide advice on investments, taxes, and other financial matters. If you have a passion for finance and are looking for an opportunity to make a difference, this is the job for you!
Overview Personal Financial Analysts are professionals who provide financial advice to individuals and families. They help their clients make informed decisions about their investments, savings, and other financial matters. They analyze their clients’ financial situations and develop strategies to help them reach their financial goals. Detailed Job Description Personal Financial Analysts are responsible for providing financial advice and guidance to individuals and families. They analyze their clients’ financial situations and develop strategies to help them reach their financial goals. They research and analyze investments, savings, and other financial matters. They also provide advice on budgeting, debt management, and retirement planning. They may also provide tax advice and help their clients develop financial plans. Job Skills Required• Excellent analytical and problem-solving skills
• Knowledge of financial markets and investments
• Ability to interpret financial data and develop strategies
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Knowledge of financial regulations and laws
• Knowledge of accounting principles
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Master’s degree in finance or a related field is preferred
• Professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) is preferred
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial regulations and laws
• Knowledge of accounting principles
• Knowledge of financial planning software
Job Experience
• At least two years of experience in a financial planning or analysis role
• Experience in a customer service role is preferred
Job Responsibilities
• Analyze clients’ financial situations and develop strategies to help them reach their financial goals
• Research and analyze investments, savings, and other financial matters
• Provide advice on budgeting, debt management, and retirement planning
• Provide tax advice and help clients develop financial plans
• Monitor clients’ financial progress and adjust strategies as needed
• Prepare financial reports and presentations for clients
- Personal Financial Analyst jobs in Virginia
- Personal Financial Analyst jobs in Fairfax
- Personal Financial Analyst jobs in Herndon
- Personal Financial Analyst jobs in California
- Personal Financial Analyst jobs in Santa Clara
- Personal Financial Analyst jobs in Sunnyvale
- Personal Financial Analyst jobs in Kansas
- Personal Financial Analyst jobs in Ottawa
- Personal Financial Analyst jobs in Minneapolis
- Personal Financial Analyst jobs in Arizona
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Systems Analyst - Excel, Xml, Sql, Scripting
By CyberCoders At Salt Lake City, UT, United States 8 months ago
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(Senior) Finance & Shared Services Manager
By Catholics For Choice At Washington, DC, United States 8 months ago
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Paralegal - Probate Administration
By CyberCoders At Miami, FL, United States 8 months ago
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Account Executive - Automotive Software
By ECW Search At United States 8 months ago
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Construction Project Coordinator Jobs
By CyberCoders At River Falls, WI, United States 8 months ago