Website TechnoSolutions TechnoSolutions, Inc.
Innovative Technology Solutions
Job Description
About the Role
Join Summit Financial Group as a Financial Analyst and support our investment and financial planning teams. You will analyze market trends, prepare reports, and provide insights to help clients achieve their financial goals.
Responsibilities
- Analyze financial data and market trends.
- Prepare detailed financial reports and presentations.
- Assist in portfolio management and investment strategies.
- Collaborate with advisors to develop client recommendations.
- Maintain accurate financial records and models.
- Stay updated on industry regulations and best practices.
Requirements
- Bachelor’s degree in Finance, Economics, or related field.
- 2+ years of financial analysis experience.
- Strong analytical and quantitative skills.
- Proficiency in Excel and financial software.
- Excellent communication and presentation skills.
- CFA or progress toward certification a plus.
Benefits
- Competitive salary and performance bonuses.
- Health, dental, and vision insurance.
- 401(k) with company match.
- Professional development and certification support.
- Hybrid work options.
- Collaborative and dynamic work environment.
About the Company
Summit Financial Group is a premier financial services firm offering wealth management and investment solutions. We are committed to helping clients secure their financial futures with integrity and expertise.
Job ID: financial-analyst-3e4Pq
