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Financial Analyst Jobs Laconia NH

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Claudia Shilo
Ballentine Partners, LLC
(603) 569-1717
55 Mill Street, PO Box 1860
Wolfeboro, NH
Expertises
Cash Flow/Budgets/Credit Issues, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Financial Issues Between Generations, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MPFP

Roy Ballentine
Ballentine Partners, LLC
(603) 569-1717
55 Mill Street, PO Box 1860
Wolfeboro, NH
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Financial Issues Between Generations, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, ChFc, CLU, MA

James Fitts
Harvest Capital Management, Inc.
(603) 224-6994
114 North Main Street, Suite 301
Concord, NH
Expertises
Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, High Net Worth Client Needs, Charitable Giving - Trusts & Foundations, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Ms. Cathy Ann Horn, CFP®
(603) 528-2246
19 Gary Cir
Gilford, NH

Data Provided By:
Mr. Richard Vincent Breton, CFP®
(603) 528-5212
617 Main Street
Laconia, NH
Firm
Wedbush Securities, INC

Data Provided By:
Susan John
Financial Focus, Inc.
(603) 569-1994
40 Mill Street, PO Box 2250
Wolfeboro, NH
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Financial Issues Between Generations, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Real Estate Investments
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®

Robert Maloney
Squam Lakes Financial Advisors, LLC
(603) 968-2317
31 Coxboro Road-Box 730
Holderness, NH
Expertises
Women's Financial Planning Issues, Planning Issues for Business Owners, Estate & Generational Planning Issues, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, MSFS

Mr. Peter L. Dorfman, CFP®
(603) 528-7775
PO Box 816
Laconia, NH
Firm
LPL Financial
Areas of Specialization
Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Pauline P Simeonov, CFP®
(800) 221-3970
14 Country Club Rd.
Gilford, NH
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Comprehensive Financial Planning, General Financial Planning, Retirement Income Management, Retirement Planning

Data Provided By:
David Pereira, CFP®
(603) 524-2005
36 Country Club Rd Unit 822
Gilford, NH
Firm
Modern Woodmen of America
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Insurance Planning, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Profession: Not Applicable

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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