Financial Analyst

3 days ago


Denver, Colorado, United States Signature Estate & Investment Advisors, LLC Full time
Job Summary

We are seeking a highly motivated Financial Analyst to join our team at Signature Estate & Investment Advisors, LLC. As a Financial Analyst, you will play a critical role in analyzing financial data and developing investment recommendations for clients.

About the Role:

  • Collect and analyze financial data to inform investment decisions
  • Develop and maintain financial models and forecasts
  • Collaborate with cross-functional teams to develop and implement new business initiatives
  • Communicate complex financial information to clients and financial advisors

Requirements:

  • Bachelor's degree in finance, economics, or a related field
  • 2-5 years of experience in investment management or a related field
  • FINRA licenses Series 7 and 66 required
  • Certifications such as CFP, CPWA, and/or CFA preferred

What We Offer:

  • A competitive salary range of $70,000 - $110,000 per year, based on experience
  • A comprehensive benefits package, including medical, dental, and vision insurance
  • A 401(k) retirement savings plan with company match
  • Opportunities for professional growth and development
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