You haven't searched anything yet.
Description
Join the Orgel Wealth Management Team
Since 1984, Orgel Wealth Management, along with our founder’s predecessor practices, have been committed to providing comprehensive wealth management, consulting, and planning services to a diverse group of families, individuals, business owners, retirement plans, and foundations.
Orgel Wealth Management is seeking a Financial Analyst who supports our efforts to provide exceptional service to our clients and who demonstrates the ability to problem solve and communicate effectively in a variety of circumstances.
Learn more about Orgel Wealth Management and “The Orgel Way” at www.orgelwealth.com.
Position Summary
The Financial Analyst supports Orgel Wealth Management’s wealth management team and plays a significant role in the ongoing service of clients. The Financial Analyst primarily will be responsible for collecting and analyzing financial information, preparing custom client-facing performance reports and investment portfolio analyses, and maintaining knowledge of Orgel Wealth Management’s portfolio strategies. The ideal candidate will have a background and relevant experience in finance, economics, and investment analysis. The Financial Analyst works collaboratively as part of a team and must exhibit strong organizational and interpersonal skills, a commitment to serving clients with excellence, and the ability to operate with a high level of independence and accountability.
Requirements
Principal Duties and Responsibilities
Additional Skills Required
The Financial Analyst must be able to:
Education and Experience Requirements
Required:
Acknowledgement
This description is intended to be an accurate reflection of the principal elements of the job for which it was written. It should not be construed as a description of all requirements but merely a guideline. It will be updated from time to time to reflect changes and/or additions. One may be required to perform other duties as assigned by a supervisor or management. This job description is not a contract for employment, and either you or the organization may terminate employment at any time, for any reason. The achievement of any professional degree, designation, certification, or license should not be construed as a guarantee that a certain level of results or satisfaction will be experienced if Orgel Wealth Management is engaged, or continues to be engaged, to provide investment advisory services.
Full Time
Investment Management
$57k-70k (estimate)
02/05/2023
06/12/2024
orgelwealth.com
ALTOONA, WI
<25
2013
Private
MARK A ORGEL
$10M - $50M
Investment Management
The job skills required for Financial Analyst include Presentation, Economics, Integrity, Microsoft Office, Analytical Skills, Communicates Effectively, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Analyst positions, which can be used as a reference in future career path planning. As a Financial Analyst, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Analyst. You can explore the career advancement for a Financial Analyst below and select your interested title to get hiring information.
If you are interested in becoming a Financial Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Analyst for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Analyst job description and responsibilities
Broadly speaking, a financial analyst works with financial data to help organizations make business decisions.
02/23/2022: Mcallen, TX
Build financial models to perform financial forecasts, predict business scenarios, and provide other data analysis to help make business decisions.
02/10/2022: Newark, NJ
Every financial analyst’s job will hold different responsibilities depending on their specialty and where they work.
12/27/2021: Dallas, TX
They often develop and execute complex methodologies that enable them to generate useful pointers from the financial data and problem statements that their clients provide.
12/11/2021: Manchester, NH
Financial analysts who have little to no professional experience are responsible for gathering data, financial modeling and creating or maintaining spreadsheets.
01/12/2022: Laramie, WY
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Analyst jobs
To become a senior or junior level financial analyst, one may be required to earn a Master’s of Business Administration.
12/07/2021: Baltimore, MD
Obtaining a finance degree (bachelor’s or MBA) and working towards becoming a financial analyst requires the development of skills, expertise, and specific abilities.
03/03/2022: Omaha, NE
To be a financial analyst, one should be good with numbers, comfortable presenting research, analytical, and have great ability to research large amounts of data and pay attention to small details.
12/27/2021: Youngstown, OH
Earning a finance degree and taking the steps to become a financial analyst requires specific abilities and the development of specialized skills.
12/11/2021: Burlington, VT
With relevant work experience and appropriate training, finance students can become equipped to pursue the path of becoming a financial analyst.
03/06/2022: Burlington, VT
Step 3: View the best colleges and universities for Financial Analyst.