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Financial Analyst Jobs Newburgh IN

This page provides relevant content and local businesses that can help with your search for information on Financial Analyst Jobs. You will find informative articles about Financial Analyst Jobs, including "Financial Analyst". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Newburgh, IN that can help answer your questions about Financial Analyst Jobs.

T. Taylor Payne
Payne Wealth Partners, Inc.
(812) 477-6221
7144 East Virginia Street
Evansville, IN
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Mr. Jeffrey B. Baker, CFP®
(812) 842-2254
12 E Water St
Newburgh, IN
Firm
Baker Retirement & Wealth Management PC
Areas of Specialization
Business Succession Planning, Intergenerational Planning, Investment Management, Retirement Income Management, Tax Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Mark Andrew Nicholson, CFP®
(812) 858-7526
4266 Bell Rd Ste 9
Newburgh, IN
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Asset Allocation, Charitable Giving, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
G. Neil Stowe, CFP®
(812) 858-7526
8859 High Pointe Dr
Newburgh, IN
Firm
Ameriprise Financial

Data Provided By:
Mr. Terry Wayne Prather, CFP®
(812) 602-6307
601 N Cross Pointe Blvd
Evansville, IN
Firm
Payne Wealth Partners
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, Intergenerational Planning, Retirement Planning, Social Security Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided By:
Mr. Cleo W. Holder, CFP®
(812) 490-9100
8988 Ruffian Lane
Newburgh, IN
Firm
Shoemaker Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided By:
Ms. Brenda M. Miller, CFP®
(812) 490-9100
8988 Ruffian Ln
Newburgh, IN
Firm
Shoemaker Financial
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Long-Term Care, Retirement Planning, Women's Finances
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Jon R. Mooney, CFP®
(812) 490-7070
P.O. Box 280
Newburgh, IN
Firm
Mooney Wealth Management Inc.

Data Provided By:
Mr. Norman B. Miller, CFP®
(812) 471-2550
335 Cross Pointe Blvd
Evansville, IN
Firm
Northwestern Mutual Investment Services, LLC
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Marvin J. Wright, CFP®
(812) 421-8000
7200 Eagle Crest Blvd
Evansville, IN
Firm
Kemper CPA Group LLP
Areas of Specialization
Women's Finances
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

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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