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Financial Analyst Jobs Orange Park FL

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Peter North
North & Company, LLC
(904) 688-0685
1620 Brighton Bluff Court
Orange Park, FL
Expertises
Ongoing Investment Management, Tax Planning, Retirement Planning & Distribution Rules, Advising Medical Professionals, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Carolyn McClanahan
Life Planning Partners, Inc.
(904) 448-5158
6550 St. Augustine Road, Suite 302
Jacksonville, FL
Expertises
Advising Medical Professionals, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MD

Jane Marchand
Marchand Faries Financial Management, Inc.
(904) 805-0207
821 Montego Road West
Jacksonville, FL
Expertises
Estate & Generational Planning Issues, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, BA

Mr. Frank F. Andrea Jr., CFP®
(904) 272-9600
950 Blanding Blvd Ste 6
Orange Park, FL
Firm
Allstate Financial Services, LLC

Data Provided By:
Mr. C. J. Camarda, CFP®
(904) 383-8436
1505C Vineland Circle
Fleming Island, FL
Firm
Camarda Financial Advisors
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided By:
Timothy Utecht
Life Planning Partners, Inc.
(904) 448-5158
6550 St. Augustine Road, Suite 302
Jacksonville, FL
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Retirement Planning & Distribution Rules, College/Education Planning, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFA

Chris Daunhauer
TrustWell Financial Advisors
(904) 996-7800
8825 Perimeter Park Blvd., Suite 304
Jacksonville, FL
Expertises
Cash Flow/Budgets/Credit Issues, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Middle Income Client Needs, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, M.Ed., MBA

Stephen Faries
Marchand Faries Financial Management, Inc.
(904) 805-0207
821 Montego Road West
Jacksonville, FL
Expertises
Estate & Generational Planning Issues, Financial Issues Between Generations
Certifications
NAPFA Registered Financial Advisor, JD, MBA

Mr. Peter A. North, CFP®
(904) 688-0685
1620 Brighton Bluff Ct
Fleming Island, FL
Firm
North & Company, LLC
Areas of Specialization
Asset Allocation, Divorce Issues, Education Planning, Elder Care, Estate Planning, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Jeffrey M. Camarda, CFP®
(904) 278-1177
4371 US Highway 17
Orange Park, FL
Firm
Camarda Financial Advisors LLC
Areas of Specialization
Investment Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

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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