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Analyst, Financial Services (KS27885)

Description

Financial Services Analyst (KS27885)



Our client is a reputable financial services company that is looking for a Financial Analyst to join their team.  This role offers a lot of variety and the opportunity to learn new things! With a large and growing accounting and finance team, there is significant opportunity for growth and advancement within the organization.  The company boasts a team-oriented culture, competitive salary, and provides its’ employees with excellent benefits and equips them with the tools and training necessary to succeed.



The Financial Analyst will perform financial and accounting services for a limited number of high net worth clients. Services provided are investment portfolio performance monitoring, strategic investment portfolio construction and asset allocation, retirement and college expense planning, estate planning and wealth transfer strategies, charitable planning, and others.



If you possess a certain philosophy toward client service along with a skillset to provide a high level of thoughtful advice, this opportunity is for you!

Requirements

The Financial Analyst will possess the following:



EXPERIENCE REQUIRED



  • The Financial Analyst will have 2+ years’ accounting experience in a professional services environment (accounting, legal, wealth management).

  • Strong client relationship management skills with the ability to maintain confidentiality.

  • Excellent written and verbal communication skills.

  • Solid computer skills including Excel.

  • The Financial Analyst will have a Bachelor’s degree in Finance or Accounting.

  • CPA, CFA, CFP, and/or CAIA a plus.




Equal Opportunity Employer

Job Snapshot

Location US-WI-Milwaukee
Employment Type Full-Time
Pay Type Year
Pay Rate $75,000.00 - $80,000.00 /Year
Store Type Accounting, Finance
Other Compensation: bonus potential
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Company Overview

Baker Tilly Search & Staffing, LLC

Baker Tilly Search & Staffing helps organizations find the talent necessary to succeed and assist people in finding rewarding careers, through our staffing, recruiting, and executive search services. You can rely on Baker Tilly Search & Staffing professionals for deep expertise in accounting and finance. No matter your career level or whether you seek full-time or flexible work, our staffing, recruiting, and executive search specialists won’t treat you like a number. Recognizing our dedication to candidate satisfaction, ClearlyRated named Baker Tilly Search & Staffing a 2019 Best of Staffing® Talent Diamond Award winner after winning the Best of Staffing Talent Award for six consecutive years. This award identifies Baker Tilly Search & Staffing as a top staffing firm. Learn More

Contact Information

US-WI-Milwaukee
Snapshot
Baker Tilly Search & Staffing, LLC
Company:
US-WI-Milwaukee
Location:
Full-Time
Employment Type:
Year
Pay Type:
$75,000.00 - $80,000.00 /Year
Pay Rate:
Accounting, Finance
Store Type:

Description

Financial Services Analyst (KS27885)



Our client is a reputable financial services company that is looking for a Financial Analyst to join their team.  This role offers a lot of variety and the opportunity to learn new things! With a large and growing accounting and finance team, there is significant opportunity for growth and advancement within the organization.  The company boasts a team-oriented culture, competitive salary, and provides its’ employees with excellent benefits and equips them with the tools and training necessary to succeed.



The Financial Analyst will perform financial and accounting services for a limited number of high net worth clients. Services provided are investment portfolio performance monitoring, strategic investment portfolio construction and asset allocation, retirement and college expense planning, estate planning and wealth transfer strategies, charitable planning, and others.



If you possess a certain philosophy toward client service along with a skillset to provide a high level of thoughtful advice, this opportunity is for you!

Requirements

The Financial Analyst will possess the following:



EXPERIENCE REQUIRED



  • The Financial Analyst will have 2+ years’ accounting experience in a professional services environment (accounting, legal, wealth management).

  • Strong client relationship management skills with the ability to maintain confidentiality.

  • Excellent written and verbal communication skills.

  • Solid computer skills including Excel.

  • The Financial Analyst will have a Bachelor’s degree in Finance or Accounting.

  • CPA, CFA, CFP, and/or CAIA a plus.




Equal Opportunity Employer

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