Financial Analyst- Part Time
Job Description
This is a Part Time position Monday-Friday 9am-1pm.
The Financial Analyst will support the advisors in the preparation of client investment reviews, proposals, financial planning reports and sales reporting. Discuss client portfolios with the advisors and make necessary amendments or changes.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Essential duties and responsibilities include the following. Other duties may be assigned.
- Prepare client investment reviews and proposals.
- Support sales team in the office by gathering data, preparing competitive analysis
- Prepare client financial planning/needs analysis reports.
- Conduct research, compile and prepare statistical reports
- Manage activity report
QUALIFICATIONS:
- Ability to organize, prioritize and handle multiple tasks.
- Skill in utilizing various software packages such as Microsoft Office and other in-house software systems required to interact for job functions.
- Able to maintain confidentiality and client privacy at all times.
- Able to interact with employees at all levels of the company, as well as, ability to work with outside vendors and clients in a friendly and professional manner.
- Proficient in Microsoft Office
- Organizational skills, able to meet deadlines, detail oriented.
EDUCATION and/or EXPERIENCE:
- College degree with Finance concentration preferred
#VIZI#
Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we’re publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.
EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status
For applicants that are California residents, please review our California Consumer Privacy Notice
All applicants should review our Horace Mann Privacy Policy
Date Posted
06/08/2023
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2
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