Financial Analyst

Silver Oak Wealth Advisors, LLC; Los Angeles (CA); Remote; USD 55,000 - 75,000; Full time

Job summary

Silver Oak Wealth Advisors, LLC is seeking a dedicated Financial Analyst to join their team. This role supports the Advisory Team with financial analysis, reporting, and client portfolio tracking, and offers a great opportunity for learning and career growth in a supportive environment. The position is primarily remote with occasional travel to Los Angeles.

Benefits

401(k) plan matching

Health, dental, and vision insurance

Paid vacation and holidays

Mentorship and career growth opportunities

Qualifications

• Bachelor’s degree from an accredited institution.
• Strong analytical, critical thinking, and organizational skills.
• Advanced proficiency with MS Excel.

Responsibilities

• Prepare and organize information for client meetings with attention to details.
• Assist with the creation and analysis of financial plans.
• Research topics relevant to advisory competency and report findings.

Skills

Analytical skills

Organizational skills

Critical thinking

Attention to detail

Communication skills

Education

Bachelor’s degree

Tools

MS Excel

Job description

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Find more information about the company at www.silveroakwa.com.

About Silver Oak Wealth Advisors, LLC:

Silver Oak Wealth Advisors, LLC is an independent, boutique wealth management firm working with a selected group of high-net-worth individuals and families as their personal and family CFO. Our firm’s core values are based on integrity, independent thinking, compassion, collaboration, and lifetime personal growth. We are proud of our caring and supportive culture and are seeking a dedicated Financial Analyst to join our exceptional team.

Job Summary:

Financial Analyst will support the Advisory Team by assisting with financial analysis, reporting, client portfolio tracking, and client meeting preparation. This role will involve gathering and analyzing data, preparing reports, and assisting with investment strategies to support client goals. The ideal candidate is eager to learn, highly detail-oriented, and able to manage multiple tasks in a fast-paced environment. This position offers an excellent opportunity for professional growth within the wealth management and financial planning industry. This can be fully remote within the US but may need traveling to Los Angeles a few times a year for team building and selective meetings.

Key Responsibilities:

·Prepare and organize information for client meetings with attention to details and accuracy.

• Prepare portfolio and financial planning analyses for clients, including but not limited to, retirement analysis, estate planning analysis, education funding analysis, stock options analysis, and risk management needs analysis.
• Track client information and communications, manage workflow, and generate reports using various software and tools.
• Assist with the creation and analysis of financial plans under the guidance of the Advisory Team.

·Assist with investment research and portfolio analysis and learn how to balance portfolios and recommend trades.

·Research and pursue topics relevant to advisory competency, synthesize and report on information gathered from publications, conferences, and relevant meetings.

·Participate in team-building activities, including staff meetings, strategic planning retreat, goal setting (firm and personal), ongoing team gatherings and meetings.

• Participate in firm projects and strategic initiatives.

Requirements and Qualifications:

·Bachelor’s degree from an accredited institution.

·Strong analytical, critical thinking, organizational skills with the ability to prioritize tasks efficiently and strong attention to detail.

·Willingness and flexibility to handle a wide range of tasks and requests.

• Strong willingness to learn and absorb industry knowledge and firm-specific processes.
• Good communication skills and the ability to work collaboratively within a team.

·Advanced proficiency with MS Excel.

·Demonstrated passion for the financial planning and investment management profession.

·Must be a self-starter, problem-solver and goal-oriented team player who is self-reflective, able to work independently, and with a commitment to continuous learning and personal growth.

·Completed or in pursuit of the CFP designation is preferred.

Salary and Benefits:

• Competitive salary based on experience, skills, and credentials ($55,000 - $75,000 per year).
• Company matching for 401(k) plan and profit-sharing plan after one year.
• Benefits including health, dental, and vision insurance for the employee after two months of on-boarding.
• 2 weeks paid vacation, 10 paid holidays, and 5 days of paid sick leave.
• Great opportunities for mentorship, learning, career growth, and an established career track.

Please send all resumes to [e-mail]

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Investment Management

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