Financial Analyst
in Orlando, Florida
Do you wish to become a Financial Advisor and work solely as fiduciary in a growing and award-winning firm?
If this is your desired career path and you have a bachelor’s degree in finance or accounting, then we have an opportunity as an entry-level financial analyst in our Orlando office. We are a fully independent, fee-only RIA managing over $1 billion for our clients.
Support Clients. Build Relationships. Grow With Us.
In This Role
Why Choose Us?
Key Qualifications
In this role you will:
- Assist Advisor in the creation of comprehensive financial plans, including gathering data from the client, plan preparation, analysis, and presentation. Assist Advisor with related follow up to plan recommendations.
- Assist with preparation of client’s federal tax return and related tax services such as research and tax planning; review and communicate with client.
- Provide ongoing client support and advisor assistance.
- Assist with special projects such as investment research/analysis, compliance reports, and operational efficiencies.
Why Choose Us?
- Long-term opportunity for ownership and equity
- Excellent corporate culture with extremely low employee turnover. We have appeared in Investment News’ list of the 75 Best Places to Work for Financial Advisors five times since 2019.
- Supported by a seasoned client service team and professional management
- Competitive compensation package including a base salary commensurate with skills and experience, excellent benefits, and performance-based yearly bonuses based on the quality of work done. We do not sell products, have no quotas, and do not compensate based on “production.”
Key Qualifications:
Our firm believes our people and culture are our most valuable assets, so the successful candidate will be a great fit for the role and our culture and have the following skills and abilities:
- Previous experience in financial services with a customer service focus
- Excellent verbal and written communication skills
- Ability to take direction and work with minimal supervision
- Ability to multi-task in a fast-paced environment while maintaining client focus and demonstrating attention to detail and accuracy
- Friendly, personable and enjoys collaborating and building positive relationships with clients, co-workers and business vendors
- Excellent organizational and time management skills
- Experienced in the use of Outlook, Word, Excel and customer relationship management (CRM) systems