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Financial Analyst Jobs Millsboro DE

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Christine Falvello
Navigate Financial Advisors
(302) 537-2207
36358 Redstart Court, Bay Forest
Ocean View, DE
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Planning Issues for Unmarried & Same-Sex Couples, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MS, EdM

Mr. Donald C. Birch, CFP®
(302) 644-6623
18344 Coastal Hwy
Lewes, DE
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Estate Planning, General Financial Planning, Investment Planning, Securities
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided By:
Mr. John D. Simeone, CFP®
(302) 645-8592
34346 Carpenters Way
Lewes, DE
Firm
Fulton Financial Advisors
Areas of Specialization
Estate Planning, General Financial Planning, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided By:
Ms. Kathleen M. Ryan, CFP®
(302) 856-6664
13 Bridgeville Road
Georgetown, DE
Firm
KMR Financial Network, LLC

Data Provided By:
Mr. Steven E Cooper, CFP®
(302) 227-5148
19535 Camelot Drive
Rehoboth Beach, DE
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Estate Planning, Investment Management, Retirement Planning, Special Needs Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided By:
Burwell Hutchinson
Fischer & Hutchinson Wealth Advisors, LLC
(302) 644-3540
404 E. Savannah Road
Lewes, DE
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives, Real Estate Investments, Estate & Generational Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Mr. Theodore A. Fischer Ii, CFP®
(302) 841-9812
33695 Baylis Dr
Lewes, DE
Firm
Fischer & Hutchinson Wealth Advisors, LLC

Data Provided By:
Mr. Robert E. Bunting, CFP®
(302) 841-1027
PO Box 862
Selbyville, DE
Firm
M & T Bank
Areas of Specialization
Accounting, Banking, Budget Development, Comprehensive Financial Planning, Debt Management, General Financial Planning, Mortgages
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Business Executives

Data Provided By:
Mr. Alexander G. Yearley, CFP®
(302) 227-2939
39 Baltimore Ave
Rehoboth Beach, DE
Firm
Community Pride Financial
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,000 or less

Average Income: $50,000 or less

Profession: Not Applicable

Data Provided By:
Mr. William A Brooks Sr., CFP®
(302) 258-4668
7 Green Haven Ct
Rehoboth Beach, DE
Firm
CUProsper
Areas of Specialization
Accounting, Asset Allocation, Banking, Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues

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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