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Financial Analyst Jobs Bristol RI

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 Bristol, RI that can help answer your questions about Financial Analyst Jobs.

Rebecca Preston
Preston Financial Planning
(401) 421-1777
251 Olney Street
Providence, RI
Expertises
Middle Income Client Needs, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Maxine Johnson
Foresight Personal Financial Planning, LLC
(508) 728-9454
P.O. Box 1059
Attleboro, MA
Expertises
Estate & Generational Planning Issues, Ongoing Investment Management, Investment Advice without Ongoing Management, Socially Responsible Investments, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, CFP®, CTFA, MBA

Mr. Joseph K. Cembrola, CFP®
(401) 253-8387
10 Tobin Ln
Bristol, RI
Firm
n/a

Data Provided By:
Mr. John A. Varao, CFP®
(508) 678-4844
435 Columbia St
Fall River, MA
Firm
The Tax Consultants Inc
Areas of Specialization
Accounting, Employee and Employer Plan Benefits, General Financial Planning, Retirement Planning, Small Business Planning, Tax Planning, Tax Preparation

Data Provided By:
Mrs. Barbara M. Holmes, CFP®
(401) 247-3084
420 Middle Hwy
Barrington, RI
Firm
Barbara M. Holmes, CPA, CFP, MS, LLC

Data Provided By:
Angela Thomson
Coastal Financial Planning, Inc.
(401) 727-8151
12 Breakneck Hill Road, Suite 100
Lincoln, RI
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CFP®

Mr. Thomas Patrick Langdon, CFP®
(401) 254-5356
One Old Ferry Road
Bristol, RI
Firm
Roger Williams University Gabe

Data Provided By:
Ms. Mary Angel Coelho, CFP®
(401) 253-6800
P.O. Box 46
Bristol, RI
Firm
Coelho & Callahan

Data Provided By:
Mr. Reid H. Hansen, CFP®
(401) 474-7670
257 County Rd
Barrington, RI
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
The Burney Company
(401) 218-0984
283 Carriage Drive
Portsmouth, RI
 
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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