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Financial Analyst Jobs Kirksville MO

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Dr. Kirby R. Cundiff, CFP®
(918) 408-5314
PO Box 275
Kirksville, MO
Firm
Rochester Institute of Technology
Areas of Specialization
Asset Allocation, Banking, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Investment Management

Data Provided By:
US Bank - Kirksville North Office
(660) 665-1000
2202 N Baltimore St
Kirksville, MO
Drive Up Hours
Mon 08:30 am to 05:30 pm
Tue 08:30 am to 05:30 pm
Wed 08:30 am to 05:30 pm
Thur 08:30 am to 05:30 pm
Fri 08:30 am to 06:00 pm
Sat 09:00 am to 12:00 pm

Missouri Career Center-Kirksville
(660) 785-2400
2105 East Normal Street
Kirksville, MO
 
Michael Babcock
The Wealth Conservatory
(417) 832-0990
435 East Walnut Street
Springfield, MO
Expertises
High Net Worth Client Needs, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Planning & Distribution Rules, College/Education Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Jack D. White
Fidelis Financial Planning, L.L.C.
(636) 922-9252
42 Portwest Court
St. Charles, MO
Expertises
Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Tax Planning, Ongoing Investment Management, Middle Income Client Needs, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MA

Mr. Wesley D Roper, CFP®
(660) 665-6452
1527 N New St
Kirksville, MO
Firm
Smith-Moore
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
US Bank - Kirksville Office
(660) 665-8374
202 E McPherson St
Kirksville, MO
Drive Up Hours
Mon 08:30 am to 05:00 pm
Tue 08:30 am to 05:00 pm
Wed 08:30 am to 05:00 pm
Thur 08:30 am to 05:00 pm
Fri 08:30 am to 05:00 pm
Sat 09:00 am to 12:00 pm

Steven Young
Steven Young Financial Planning
(877) 679-3746
910 W. Battlefield
Springfield, MO
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, College/Education Planning, Investment Advice without Ongoing Management, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, CFP®

Heidi French
Heidi French & Associates, LLC
(314) 432-1725
955 Executive Parkway, Suite 221
Creve Coeur, MO
Expertises
Middle Income Client Needs, High Net Worth Client Needs, Newlyweds & Novice Investors, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®

Kristine McKinley
Beacon Financial Advisors, LLC
(816) 739-4853
200 NE Missouri Rd, Ste 200
Lees Summit, MO
Expertises
Newlyweds & Novice Investors, Cash Flow/Budgets/Credit Issues, Middle Income Client Needs, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

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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