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Job Description
About the Role
Heritage Financial Group seeks a Financial Analyst to support our wealth management team with financial modeling, investment research, and client portfolio analysis in this mid-level role.
Responsibilities
- Prepare financial models
- Analyze investment performance
- Create client reports
- Research market trends
- Support advisory team
- Maintain data accuracy
- Assist with presentations
Requirements
- Bachelor’s in Finance/Economics
- 3+ years financial analysis experience
- Excel modeling skills
- Familiarity with Bloomberg Terminal
- CFA progress preferred
- Attention to detail
- Strong analytical skills
Benefits
- Competitive salary + bonus
- Comprehensive benefits
- Professional development
- 401(k) match
- Paid time off
- Tuition reimbursement
- Work-life balance initiatives
About the Company
Heritage Financial Group has provided trusted financial advisory services for over 30 years, helping clients achieve their financial goals through personalized strategies and expert guidance.
Job ID: financial-analyst-2zuER
