Top Financial Analysis Executive jobs in Melbourne, FL

Top Financial Analysis Executive plans and directs all aspects of an organization's financial analysis projects and statistical studies. Evaluates organizational projects or plans to determine financial impact. Being a Top Financial Analysis Executive identifies short term and long term business plans conducting with standard financial policies and regulated procedures. Ensures projects or departments are working towards achievement of the organization's financial goals. Additionally, Top Financial Analysis Executive requires a bachelor's degree. Typically reports to an Executive. The Top Financial Analysis Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)

Recently Added Top Financial Analysis Executive jobs

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Financial Planning Consultant
  • Raymond James Financial, Inc.
  • Melbourne, FL FULL_TIME
  • Financial Planning Consultant-2302727

    Description

    Job Summary:

    Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. Continuously gains knowledge of the financial industry and markets through on-going education.

    Essential Duties and Responsibilities:

    • Partners with Financial Advisor to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis.
    • Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
    • Researches and provides recommendations related to risk management concerns, including insurance.
    • Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals.
    • Prepares presentations that clearly communicate the recommendations and alternatives related to the client’s financial analysis and comprehensive plan design.
    • Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan
    • Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case
    • Prepares files for meetings with existing and new clients
    • Prepares, coordinates and follows through on any needed communication with new or existing clients
    • Continuously monitors clients’ financial situations with detail and accuracy, with the ability to the look at their overall financial picture
    • Responds to client questions by telephone, email and occasional personal visits.
    • Educates client on the functions of various securities markets and the principal factors that affect them.
    • Provides guidance on estate planning options and techniques.
    • Responds to and directs education funding questions including 529 savings plans.
    • Assists with guidance on small business planning.
    • Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.
    • May participate in client presentations.
    • May open, transfer, and close customer accounts and maintain appropriate account records.
    • May obtain and verify the client’s purchase and sale instructions, enter orders, and follow up on completion of transactions.
    • Ensures firm and regulatory policies are followed within compliance standards
    • Perform other duties and responsibilities as assigned.


    Qualifications

    Qualifications:

    • Fundamental investment concepts, practices and procedures used in the securities industry
    • Economic and accounting principles and practices, the financial markets, investments and insurance based products.
    • Concepts and regulations related to financial planning.
    • Company’s working structure, policies, mission, strategies, and compliance guidelines.
    • Effective verbal and written communication to deliver clear, effective, and professional presentations.
    • Identifying the needs of customers through effective questioning and listening techniques
    • Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
    • Organizational and time management sufficient to prioritize workload, handle multiple tasks, and meet deadlines.
    • Detailed orientation to ensure quality standards are met without impairing workflow.
    • Following-up to ensure resolution and completion of tasks.
    • Incorporate the financial needs and goals of a client into a succinct, professional presentation outlining their options.
    • Read and interpret technical and legal documents, and apply the information as appropriate.
    • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions and changing priorities
    • Use oral and written communication skills sufficient enough to interact effectively with and guide clients on various planning options.
    • Continuously learn investment products, industry rules and regulations, and financial planning.
    • Provide a high level of customer service in a calm, courteous and professional manner.
    • Establish and maintain effective working relationships at all levels of the organization.with clients.
    • Work independently as well as collaboratively within a team environment.
    • Analyze daily activity reports for sales practice, suitability and performance issues

    Educational/Previous Experience Requirements:

    • Bachelor’s Degree (B.A.) in related field with a minimum of two (2) years of experience in the financial, retirement and estate planning field or in marketing these services.
    ~or~
    • Any equivalent combination of experience, education, and/or training as approved by Human Resources.

    Licenses/Certifications:

    • SIE required provided that an exemption or grandfathering cannot be applied.
    • Series 7.
    • Series 63, 65 and/or 66 as required by state.
    • Registered Paraplanner designation or the ability to obtain within two (2) to five (5) years of hire.

    Raymond James Guiding Behaviors
    At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

    We expect our associates at all levels to:
    • Grow professionally and inspire others to do the same
    • Work with and through others to achieve desired outcomes
    • Make prompt, pragmatic choices and act with the client in mind
    • Take ownership and hold themselves and others accountable for delivering results that matter
    • Contribute to the continuous evolution of the firm
    At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
    Job Administrative & Support Services
    Primary Location US-FL-Melbourne-Melbourne
    Organization Eastern
    Schedule Full-time
    Shift Day Job
    Travel Yes, 5 % of the Time

    #LI-LS1
  • 13 Days Ago
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Business Development Associate (Port Saint Lucie, FL)
  • Other Executive
  • Palm Beach Gardens, FL OTHER
  • JOB SUMMARY A Business Development Associate is responsible for network development. In accordance with enterprise and local strategic priorities, this role will establish and foster outreach efforts ...
  • 12 Days Ago
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CNO Financial Advisor – Hybrid Remote (FL)
  • CNO Financial Group, Inc.
  • Port Saint Lucie, FL FULL_TIME
  • JOIN US TO EARN MORE MONEY AND MAKE A REAL IMPACT Are you ready for the next step and seeking a career that can offer more? Do you want to help people achieve their financial dreams while earning more...
  • 20 Days Ago
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Debug/Failure Analysis Technician
  • Mack Technologies
  • Melbourne, FL FULL_TIME
  • The Debug/Failure Analysis Technician is responsible for providing first level technical support to the manufacturing process. Will debug printed circuit boards and product level assemblies utilizing ...
  • 27 Days Ago
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Associate Failure Analysis Engineer
  • Renesas Electronics
  • Palm, FL FULL_TIME
  • Company DescriptionRenesas is one of the top global semiconductor companies in the world. We strive to develop a safer, healthier, greener, and smarter world, and our goal is to make every endpoint in...
  • 1 Month Ago
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Community Manager
  • koren-riley-executive-search-t79ey7nt
  • Cocoa Beach, FL FULL_TIME
  • The following is a list of responsibilities including but not limited to the performance of the Community Manager Responsibilities/Skills: Accountability for all day to day operations of Manufactured ...
  • 7 Days Ago
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0 Top Financial Analysis Executive jobs found in Melbourne, FL area

About Melbourne, Florida

Melbourne /ˈmɛlbərn/ is a city in Brevard County, Florida, United States. As of the 2010 census, the population was 76,068. The municipality is the second-largest in the county by both size and population. Melbourne is a principal city of the Palm Bay – Melbourne – Titusville, Florida Metropolitan Statistical Area. In 1969 the city was expanded by merging with nearby Eau Gallie. Melbourne is located approximately 60 miles (97 km) southeast of Orlando on the Space Coast, along Interstate 95. It is approximately midway between Jacksonville and Miami. According to the United States Census Bureau,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Financial Analysis Executive jobs
$233,282 to $358,852
Melbourne, Florida area prices
were up 1.5% from a year ago
View detail