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Financial Analyst Jobs Southbury CT

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Thomas Arconti
Arconti Financial Advisors, LLC
(203) 778-4100
152 Deer Hill Avenue, Suite 102
Danbury, CT
Expertises
Hourly Financial Planning Services, Ongoing Investment Management, Retirement Planning & Distribution Rules, Advising Employee Benefit Plan Participants, Middle Income Client Needs, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®

Barry Katz
Caratel Financial Services, Inc.
(860) 567-2567
North Street
Litchfield, CT
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Real Estate Investments, Retirement Planning & Distribution Rules, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Mr. Arthur L. Szepesi, CFP®
(203) 267-5888
900 Main St S Ste 101
Southbury, CT
Firm
Ameriprise Financial Services,

Data Provided By:
Kennedy Wealth and Tax Management
(203) 295-4749
One Pomperaug Office ParkSuite 307
Southbury, CT
 
Mr. Steven M. Haas, CFP®
(203) 262-8005
900 Main St S
Southbury, CT
Firm
Ameriprise Financial

Data Provided By:
R. Allen Purkiss
Purkiss Capital Advisors, LLC
(203) 431-5862
62 Barry Avenue
Ridgefield, CT
Expertises
Ongoing Investment Management, College/Education Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Russell Wayne
Sound Asset Management, Inc.
(203) 222-9370
5 Glen Lane, East Wing
Weston, CT
Expertises
Ongoing Investment Management, Hourly Financial Planning Services, Helping Clients Identify & Achieve Goals, Investment Advice without Ongoing Management, Middle Income Client Needs, Newlyweds & Novice Investors
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA

Mr. David J. Curran, CFP®
(203) 267-2706
7 Poverty rd
Southbury, CT
Firm
Arbella
Areas of Specialization
Insurance Planning, Life Planning

Data Provided By:
Mr. Gregory J. Bunger, CFP®
(203) 264-1200
1 Pomperaug Office Park Ste 307
Southbury, CT
Firm
Kennedy & Company
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided By:
Mr. Brian M. Jones, CFP®
(203) 264-8881
1 Reservoir Office Park Ste 201
Southbury, CT
Firm
Northwestern Mutual Wealth Management Company
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



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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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