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Financial Analyst Jobs Lancaster OH

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Roger Southward
Southward Financial Services LLC
(614) 864-0759
9165 Winston Road
Pickerington, OH
Expertises
Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Ongoing Investment Management, Hourly Financial Planning Services, Retirement Planning & Distribution Rules, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MPA

Ms. Penny L. Wasem, CFP®
(740) 653-6339
109 E. Main St, Suite 328
Lancaster, OH
Firm
Lifetime Financial Planning Solutions, LLC
Areas of Specialization
Accounting, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. David J. Stone, CFP®
(614) 837-7000
70 E Columbus St
Pickerington, OH
Firm
Personal Financial Advisors In
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Daniel K. Eickholt, CFP®
(740) 332-2006
14216 Long Run Rd
Laurelville, OH
Firm
Daniel K. Eickholt CFP

Data Provided By:
Ian H Webb, CFP®
(740) 474-4400
133 W Mound St
Circleville, OH
Firm
Raymond James
Areas of Specialization
Budget Development, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management

Data Provided By:
Mr. Timothy P. Jarvis, CFP®
(740) 653-0222
904 N. Columbus St.
Lancaster, OH
Firm
Jarvis Financial Counsel, LLC
Areas of Specialization
Comprehensive Financial Planning, Elder Care, Estate Planning, Intergenerational Planning, Legal Advice, Wealth Management

Data Provided By:
Mr. John M. Bauers, CFP®
(614) 837-3792
11 N High St
Canal Winchester, OH
Firm
Bauers Financial Group / Raymond James Financial Services

Data Provided By:
Mr. Roger E. Southward, CFP®
(614) 864-0759
9165 Winston Rd
Pickerington, OH
Firm
Southward Financial Services L
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided By:
Mr. David H. Webb, CFP®
(740) 474-4400
133 W Mound St
Circleville, OH
Firm
Raymond James Financial Servic

Data Provided By:
Mr. William C Kay, CFP®
(614) 856-0856
7504 Slate Ridge Blvd
Reynoldsburg, OH
Firm
Edward Jones
Areas of Specialization
Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

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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