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Financial Analyst Jobs La Grange IL

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William Waight
JMG Financial Group, Ltd.
(630) 571-5252
2301 West 22nd Street, Suite 300
Oak Brook, IL
Expertises
High Net Worth Client Needs, Planning Concerns for Corporate Executives, Ongoing Investment Management, Tax Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

David Morgan
JMG Financial Group, Ltd.
(630) 571-5252
2301 West 22nd Street, Suite 300
Oak Brook, IL
Expertises
Planning Concerns for Corporate Executives, High Net Worth Client Needs, Tax Planning, Ongoing Investment Management, Estate & Generational Planning Issues, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®, CPA

Joseph Alotta
Open Door Investment Advisors, Inc.
(630) 390-8392 - cell
409 North Washington Street
Westmont, IL
Expertises
Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CFS, MA, MBA, Other

Sophie Kaluziak
Vista Financial Planning
(708) 445-8747
101 North Marion Street, Suite 306
Oak Park, IL
Expertises
Middle Income Client Needs, Women's Financial Planning Issues, Planning Issues for Unmarried & Same-Sex Couples, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

John Davis
Mentor Capital Management Inc.
(630) 530-1191
105 S. York Street, Suite 450
Elmhurst, IL
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Insurance Related Issues, including Annuities, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Jason O'Hallen
JMG Financial Group, Ltd.
(630) 571-5252
2301 West 22nd Street, Suite 300
Oak Brook, IL
Expertises
High Net Worth Client Needs, Planning Concerns for Corporate Executives, Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, AAMS, CFP®, CMFC

Michelle Rozsypal
JMG Financial Group, Ltd.
(630) 571-5252
2301 West 22nd Street, Suite 300
Oak Brook, IL
Expertises
High Net Worth Client Needs, Planning Concerns for Corporate Executives, Retirement Planning & Distribution Rules, Tax Planning, Ongoing Investment Management, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

David Walz
Arcadia Financial Strategies, Inc.
(708) 848-4444
1024 North Boulevard, Suite 201
Oak Park, IL
Expertises
Middle Income Client Needs, Ongoing Investment Management, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

Laurie Blazek
Blazek Financial Planning
(708) 366-4033
730 William Street
River Forest, IL
Expertises
Hourly Financial Planning Services, Divorce Planning, Helping Clients Identify & Achieve Goals, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®, MBA

Donald Duncan
D3 Financial Counselors, LLC
(630) 271-0033
5151 Mochel Drive
Downers Grove, IL
Expertises
High Net Worth Client Needs, Hourly Financial Planning Services, Retirement Plan Investment Advice, Tax Planning, Investment Advice without Ongoing Management, Advising Entrepreneurs
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, CPA/PFS, 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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