What are the responsibilities and job description for the Financial Analyst position at 4-C Personal Wealth Management Consultants?
About Us:
4-C Personal Wealth Management is a boutique Registered Investment Advisory (RIA) firm dedicated to providing personalized financial planning and investment management services to our valued clients, primarily in the St. Louis area. We take pride in delivering tailored solutions that help our clients achieve their financial goals.
Position Summary:
We are seeking a detail-oriented and proactive Financial Analyst to join our team. This hybrid role offers the flexibility to work from home while requiring occasional in-office hours. The Financial Analyst will play a key role in supporting our advisors by preparing meeting presentations, conducting financial analyses, and managing essential monthly administrative tasks.
Key Responsibilities:
- Meeting Preparation: Assist advisors in creating and refining professional client presentations for financial planning and investment review meetings.
- Financial Analysis: Perform data-driven analyses to support investment decisions and financial planning strategies.
- Administrative Support: Handle monthly tasks such as preparing client statements and reports, ensuring accuracy and timeliness.
- Collaboration: Communicate effectively with team members to ensure seamless service delivery for clients.
Qualifications:
- A bachelor's degree in business, finance, accounting, or a related field, OR equivalent experience in the financial services industry.
- Strong analytical and organizational skills with a keen attention to detail.
- Proficiency in financial software, spreadsheets, and presentation tools.
- Excellent written and verbal communication skills.
- Ability to work both independently and collaboratively in a flexible environment.
What We Offer:
- Flexible working hours to accommodate your schedule.
- A hybrid work arrangement to balance remote work with in-office collaboration.
- A supportive team environment where your contributions are valued.
- Opportunities for professional growth in a client-focused boutique firm.
How to Apply:
If you are passionate about financial analysis and are eager to contribute to a growing firm that prioritizes personalized client service, we encourage you to apply.
Job Type: Part-time
Expected hours: 10 – 20 per week
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Ability to Relocate:
- St. Louis, MO 63141: Relocate with an employer provided relocation package (Preferred)
Work Location: Hybrid remote in St. Louis, MO 63141