Financial Analyst
3 days ago
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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