Financial Analyst Jobs Emporia KS
New York Life Insurance
Owens Financial Services
Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Retirement Plan Investment Advice, Estate & Generational Planning Issues
NAPFA Registered Financial Advisor, CFP®
Stepp & Rothwell, Inc.
Overland Park, KS
Cash Flow/Budgets/Credit Issues, Tax Planning
NAPFA Registered Financial Advisor, BS, CFP®, CPA/PFS
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Drive Up Hours
Everest Wealth Management
Ongoing Investment Management, Alternative or Private Investments, High Net Worth Client Needs, Retirement Planning & Distribution Rules, Tax Planning, Estate & Generational Planning Issues
NAPFA Registered Financial Advisor, CFA, CFP®, CPA, MBA
Capital WealthCare Advisors, L.C.
High Net Worth Client Needs, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Ongoing Investment Management, Advising Medical Professionals
NAPFA Registered Financial Advisor, CPA/PFS
Syverson & Company, LLC
Overland Park, KS
High Net Worth Client Needs, Estate & Generational Planning Issues, Charitable Giving - Trusts & Foundations, Special Needs Planning, Retirement Planning & Distribution Rules, Ongoing Investment Management
NAPFA Registered Financial Advisor, CAP, CFP®
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 ...