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Financial Analyst

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Nesco Resource

2021-12-03 09:09:05

Job location Modesto, California, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

A Financial Analyst opportunity is available with a large financial organization. This is a salaried role, not sales / commission based. This could be a great role for a recent graduate with an interest in Finance or someone who is in Financial Services who is not interested in a sales / commission based finance role.
As a Financial Analyst you will:

  • Assist in financial planning projects and financial analysis
  • Interface with clients over the phone and in person
  • Provide comprehensive personal financial planning, investment planning and tax services to clients of the organization
  • Prepare tax projections and asset-allocation, retirement, education-funding, insurance and estate-planning analyses
  • Prepare income and gift tax returns for clients

Education & Experience
  • Bachelor's degree required in Finance, Economics, or business related field
  • Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook
  • Extreme amount of professionalism in one on one, phone and written communications
Nesco Resource is an equal employment opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or veteran status, or any other legally protected characteristics with respect to employment opportunities.

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