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Financial Analyst Jobs Laporte IN

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Mr. Steven M. Gronceski, CFP®
(219) 362-8442
1101 Boyd Blvd
Laporte, IN
Firm
Strategic Financial Group, LLC
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Mr. Michael T. Arnett, CFP®
(219) 324-9111
1100 Boyd Blvd
La Porte, IN
Firm
1st Source Bank

Data Provided By:
Mr. William J. Lillwitz, CFP®
(312) 506-3453
17 St. Andrews Dr.
Long Beach , IN
Firm
Chicago River Capital

Data Provided By:
Mr. Robert J. Mckee, CFP®
(219) 879-8001
300 Wilshire Avenue
Michigan City, IN
Firm
McKee Investment Group

Data Provided By:
Mr. John M. Pawlik, CFP®
(269) 426-5030
15427 Lakeshore Rd
Lakeside, MI
Firm
Bellevue Financial Group
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Business Executives

Data Provided By:
Mr. D. Drummond Osborn, CFP®
(219) 716-0013
800 Lincolnway
La Porte, IN
Firm
OSBORN Wealth Management

Data Provided By:
Ms. Jane E. Dorman, CFP®
(219) 362-0400
601 Jackson St
La Porte, IN
Firm
Wells Fargo

Data Provided By:
Ms. Melinda S. Nagle, CFP®
(219) 878-0590
411 Franklin St
Michigan City, IN
Firm
Edward D Jones & Company

Data Provided By:
Ms. R. Marlene Kramer, CFP®
(269) 469-7510
6801 US 12 West
Three Oaks, MI
Firm
Horizon Bank

Data Provided By:
Mr. Thomas M. Calkusic, CFP®
(219) 926-4501
830 Sidewalk Rd
Chesterton, IN
Firm
Ameriprise Financial

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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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