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(Entry Level) Financial Analyst Advisor

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Toledo Metro Association

2024-09-23 13:39:50

salary: 85000.00 US Dollar . USD Annual

Job location Perrysburg, Ohio, United States

Job type: all

Job industry: Accounting

Job description

Key responsibilities: Analyze financial data to identify trends and opportunities for growth. Develop and recommend financial strategies based on client objectives. Provide ongoing portfolio management and performance analysis. Monitor market conditions and communicate timely advice to clients. Use financial tools and models to create detailed reports and forecasts. This role requires strong analytical skills, attention to detail, and the ability to explain financial concepts to clients. You will work independently but collaborate remotely with a team of advisors to deliver exceptional client service. 1. Education: Highschool 2. Skills and Competencies: Analytical Skills: Ability to analyze financial data, identify trends, and develop financial strategies. Communication Skills: Ability to explain financial concepts clearly and effectively to clients. Problem-Solving: Strong critical thinking skills to evaluate data and propose solutions. Attention to Detail: Precision in financial modeling and data analysis. Technical Proficiency: Familiarity with financial software, Microsoft Excel, and financial modeling tools. Time Management: Ability to handle multiple client portfolios and prioritize tasks.

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