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Financial Analyst
Ref No.: 18-38399
Location: Latham, New York
Position Type:Direct Placement
Pay Rate : $ 42,000.00 - 45,000.00 /Year
Skill Type
Skill Type:Professional
Busy Financial organization has entry level openings for a Financial Analyst!
This a salaried role and in this Financial Analyst role you will speak over the phone with individuals about their financial planning needs. This is not a sales role, you are not selling products. You will:
  • Review clients' goals
  • Analyze client situation
  • Provide client with objective education and guidance, without the sale of products

Qualifications
Bachelor's degree required with a concentration in Finance, Accounting or Business.
1-2 years of experience in financial services, insurance, employee benefits or banking
Superior communication skills
Ability to analyze and problem-solve