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Financial Analyst Jobs Bozeman MT

This page provides relevant content and local businesses that can help with your search for information on Financial Analyst Jobs. You will find informative articles about Financial Analyst Jobs, including "Financial Analyst". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Bozeman, MT that can help answer your questions about Financial Analyst Jobs.

Robert Frey
Professional Financial Management, Inc.
(406) 587-1604
945 Technology Blvd., Suite 102
Bozeman, MT
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Middle Income Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CLU

John Shellenberger
P.O Box 4758
Bozeman, MT
Company
Company: Estate Conservation Associates
Education
Franklin & Marshall College A.B.
Stanford University M.A.
Years Experience
Years Experience: 34
Service
Supplemental Medicare Insurance,College Planning,401k Rollover From Employer,Income for Life/ Preserve Principal,Medicare Planning,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Fee-Only Comprehensive Financial Planning,Long-term Care Insurance,1031 Exchanges,Wealth Engineering,Stock Market Alternative,Wealth Management,Life Insurance,Inves

Data Provided By:
Ms. Wendy J. Lessley, CFP®
(406) 522-4759
1276 N 15th Ave Ste 202
Bozeman, MT
Firm
Northwestern Mutual Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Brian A. Brown, CFP®
(406) 587-5461
529 E Main St
Bozeman, MT
Firm
DA Davidson & Co

Data Provided By:
Dr. Stephen R. Hample, CFP®
(406) 587-4300
300 N Willson Ave
Bozeman, MT
Firm
Financial Planning Associates, LLC
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Intergenerational Planning, Investment Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Earl W. Hanson, CFP®
(406) 581-7470
PO Box 3505
Bozeman, MT
Firm
Earl W. Hanson

Data Provided By:
Mrs. Berkley Evans Hudson, CFP®
(406) 587-5166
1711 W College St
Bozeman, MT
Firm
McKenna Financial
Areas of Specialization
Comprehensive Financial Planning, Life Planning, Retirement Planning, Small Business Planning, Women's Finances

Data Provided By:
David G. Cole, CFP®
(406) 582-1082
777 E Main St Ste 202
Bozeman, MT
Firm
Raymond James
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Long-Term Care, Retirement Planning, Risk Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. John B. Dubose Iv, CFP®
(406) 582-5104
211 W Main St
Bozeman, MT
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Comprehensive Financial Planning, Insurance Planning, Investment Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000



Data Provided By:
Mr. Edward M. Tompkins, CFP®
(406) 586-9120
612 N Montana Ave
Bozeman, MT
Firm
KMS Financial Services Inc
Areas of Specialization
Asset Allocation, General Financial Planning, Investment Management, Retirement Income Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $50,001 - $100,000



Data Provided By:
Data Provided By:

Financial Analyst

How to become a Financial Analyst

At minimum, a bachelor's degree in some kind of business area is usually required. Many financial analysts also have advanced degrees in business or finance. Beyond university education, there are a variety of professional designations and licenses that various types of analysts can obtain, depending on how the analysts intend to apply their trade. For example, there are very detailed requirements to become an investment consultant, which is an area where financial analysis becomes important. Continuing education is required to maintain these licenses and designations, and due the market always changing and being a dynamic, large place, financial analysts are known to frequently attend seminars and trainings in their field.

What does a Financial Analyst do?

Financial analysts measure the performance and health of companies, which is research often used in the investment industry. In fact, they often work for investment houses and other companies that keep track of companies, risk, and success, like insurance companies, media companies, financial services companies and professional services firms. This data goes into helping investors make sound decisions. The data the analysts study are a number of significant financial numbers and figures, like company revenues, growth/shrink rates, expenses and costs, tax rates, future prospects, merger and acquisition activity, etc. All these in turn feed into an assessment of the company's overall value and the value of an investment in that company.

This information on the value of a company can be utilized in various ways. For example, financial analysis features heavily in the decisions of whether or not to acquire or liquidate companies themselves, if they are owned by another company or firm, which is another environment where financial analysis is important. It is also used by consultants who counsel people and companies on their investments.

Financial analysts tend to focus on a particular segment of the marketplace, not the whole marketplace. This can be done by focusing o a particular industry or geographic region.

The tools financial analysts use today are all software and internet based.

What skills or qualities do I need to become a Financial Analyst?

An investigative curiosity is a good trait to have, as well as skill with math and quantitative analysis. A thorough knowledge and feel for business is also important, as are communication skills, as much of the day to day activity of analysis has to do with report and summary writing. People skills are important if the analyst intends to go into a consultative kind of role. Finally, comfort and skill with technology in general and new technology that is constantly developing is important.

How much do Financial Analysts make?

In 2007, the wage range for financial analysts was from $42,000 - $137,000+. The salary varies depending upon location, experience, and many ...

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