Personal Financial Analyst Jobs in Orange, California
Financial Analyst Jobs
By Confidential
At Huntington Beach, CA, United States
Financial Analyst Jobs
By VF Corporation
At Costa Mesa, CA, United States
Financial Analyst (Financial Consulting Group)
By CBRE
At Newport Beach, CA, United States
Financial Analyst Jobs
By Kelly
At Brea, CA, United States
Financial Analyst Jobs
By Disney Parks, Experiences and Products
At Anaheim, CA, United States
Financial Analyst Jobs
By LS Electric America
At Irvine, CA, United States
Financial Analyst Jobs
By WorldLink US
At Santa Ana, CA, United States
Financial Analyst Jobs
By Guthy|Renker
At El Segundo, CA, United States
Financial Analyst Jobs
By One Existence Foundation
At Rancho Cucamonga, CA, United States
Financial Analyst Jobs
By GUESS?. INC.
At , Los Angeles
From $75,000 a year
Financial Analyst Jobs
By Google
At Sunnyvale, CA, United States
Financial Analyst Jobs
By Rylem Staffing
At Hawthorne, CA, United States
Financial Analyst Jobs
By Sephora
At , San Francisco, 94105
$85,000 - $92,000 a year
Financial Analyst Jobs
By Ultimate Staffing
At San Jose, CA, United States
Financial Analyst, Fp&A
By Coinbase
At Los Angeles Metropolitan Area, United States
Financial Analyst Jobs
By Farsight
At Los Angeles Metropolitan Area, United States
Financial Analyst Jobs
By Robert Half
At Santa Monica, CA, United States
Financial Analyst Iv Jobs
By Facebook
At Fremont, CA, United States
Financial Analyst Ii Jobs
By Rheem Manufacturing
At Oxnard, CA, United States
Financial Analyst Jobs
By Jobot
At Irwindale, CA, 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 California
- Personal Financial Analyst jobs in Orange
- Personal Financial Analyst jobs in Huntington Beach
- Personal Financial Analyst jobs in Costa Mesa
- Personal Financial Analyst jobs in Newport Beach
- Personal Financial Analyst jobs in Brea
- Personal Financial Analyst jobs in Anaheim
- Personal Financial Analyst jobs in Irvine
- Personal Financial Analyst jobs in Santa Ana
- Personal Financial Analyst jobs in Los Angeles
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