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Financial Analyst Jobs La Grande OR

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US Bank - La Grande Office
(541) 963-2141
1402 Adams
La Grande, OR
Languages
Spanish
Drive Up Hours
Mon 09:00 am to 05:00 pm
Tue 09:00 am to 05:00 pm
Wed 09:00 am to 05:00 pm
Thur 09:00 am to 05:00 pm
Fri 09:00 am to 06:00 pm

Bank of America - La Grande
(541) 963-2101
1503 Washington Ave
La Grande, OR
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 10-5
Tuesday 10-5
Wednesday 10-5
Thursday 10-5
Friday 10-6
Saturday Closed
Sunday Closed
Drive Up Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday Closed
Sunday Closed

Ben Utley
Physician Family Financial Advisors
(541) 463-0899
399 East 10th Avenue, Suite 103
Eugene, OR
Expertises
Advising Medical Professionals, Retirement Planning & Distribution Rules, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Gabriel Markiz
Portland Financial Advisors, Inc.
(503) 684-6116
12655 S.W. Center Street, Suite 520
Beaverton, OR
Expertises
Cash Flow/Budgets/Credit Issues, Planning Issues for Business Owners, Advising Medical Professionals, Retirement Planning & Distribution Rules, Tax Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Thomas Goodwin
Integrity Financial Planners
(541) 469-4080
16147 Hwy 101 S
Brookings, OR
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Tax Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CSA, EA

Wells Fargo - La Grande
(541) 963-2995
1320 Adams Ave
La Grande, OR
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 10:00 AM-02:00 PM
Sun Closed

La Grande One Stop
(541) 963-7111
1901 Adams Avenue
La Grande, OR
 
Jeffrey Yamada
MCS Financial Advisors
(541) 345-7023
360 East 10th Avenue, Suite 200
Eugene, OR
Expertises
High Net Worth Client Needs, Financial Issues Between Generations, Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

Terry Donahe
Cascade Wealth Management, LLC
(503) 675-4381
4248 Galewood Street
Lake Oswego, OR
Expertises
Advising Medical Professionals, Retirement Plan Investment Advice, Ongoing Investment Management, Divorce Planning, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc, CLU, MSFS

James Corbeau
Maas Capital Advisors, LLC
(888) 354-6227
351 NW 12th Avenue
Portland, OR
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

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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