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First Alliance

Financial Analyst

Posted on Nov. 19, 2024

  • Full Time

Financial Analyst

Financial Advisors work directly with individuals or businesses to provide personalized financial advice and planning. They help clients make informed decisions about investments, retirement planning, tax strategies, estate planning, and insurance.

  • Financial Planning: Develop comprehensive financial plans based on clients' goals, risk tolerance, and financial situations.
  • Investment Advice: Recommend and manage investment portfolios tailored to clients' needs and objectives.
  • Client Relationship Management: Build and maintain long-term relationships with clients, offering ongoing advice and adjusting plans as needed.
  • Risk Management: Advise on insurance and risk management strategies to protect clients' assets.
  • Regulatory Compliance: Ensure compliance with financial regulations and industry standards.

Job Type: Full-time

Pay: $3,000.00 - $4,500.00 per month

Benefits:

  • Flexible schedule
  • Professional development

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Commission pay
  • Yearly bonus

Work Location: In person


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