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Financial Analyst Jobs Eagle ID

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Debbra Dillon
Dillon Financial Planning
(208) 336-7503
1159 E Iron Eagle Drive, Ste. 170-C
Eagle, ID
Expertises
Middle Income Client Needs, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, CFP®

Michael Ling
Berkeley Inc.
(208) 853-6980
3778 Plantation River Drive, Suite 102
Boise, ID
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Eric Rabbanian
Rabbanian Financial Planning, Inc.
(208) 495-3249
1818 E Spring Meadow Lane
Boise, ID
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Planning Issues for Business Owners, Socially Responsible Investments, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, JD, MBA

Mrs. Debbra A Dillon, CFP®
(208) 336-7503
1159 East Iron Eagle Drive
Eagle, ID
Firm
Dillon Financial Planning
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Shawn G. Webb, CFP®
(208) 938-4197
450 W State St Ste 215
Eagle, ID
Firm
Pacific Crest Wealth Managemen

Data Provided By:
Katherine Stearns
Arc Advisers, LLC
(208) 350-6557
P.O. Box 488
Boise, ID
Expertises
Socially Responsible Investments, Middle Income Client Needs, Planning Issues for Unmarried & Same-Sex Couples, Women's Financial Planning Issues, Ongoing Investment Management, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®

Carey McNeal
Buffington Mohr McNeal
(208) 338-5551
802 West Bannock Street, Suite 100
Boise, ID
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, High Net Worth Client Needs, Estate & Generational Planning Issues, Planning Concerns for Corporate Executives, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor

Mr. Jason R. Haas, CFP®
(208) 938-2199
439 E Shore Dr
Eagle, ID
Firm
Eagle River Financial
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Risk Management, Wealth Management

Data Provided By:
Mr. Kirk A. Walton, CFP®
(208) 573-2537
971 E Winding Creek Dr Ste 101
Eagle, ID
Firm
Gryphon Private Wealth Management
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning

Data Provided By:
Mr. J. R. Smith, CFP®
(208) 286-0885
10368 W Altair Dr
Star, ID
Firm
Provision Financial Advisors
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

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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