Financial Analyst

Financial Analyst Bright Lake Wealth Management Redding, CA Job Details Full-time $20 - $25 an hour 1 day ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Qualifications Financial analysis High school diploma or GED Attention to detail Client services Problem-solving Phone etiquette Office experience Full Job Description Financial Analyst Are you looking for an opportunity to utilize strong client service skills, analytical thinking, and work one-on-one with clients and advisors? If you enjoy developing long-term relationships, staying detail-oriented, constantly challenging yourself, and supporting the financial planning process, we would like to talk to you! Bright Lake Wealth Management in Redding, CA is seeking to add a Financial Analyst to our team. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term, grow their technical knowledge, and contribute to the continued growth of our business.

Job Description:

The purpose of this position is to support the advisor team and existing client base through client service, account analysis, money movement tracking, appointment preparation, and financial planning support. This role includes assisting with client service requests such as beneficiary changes, withdrawals, incoming client service calls, database management, tracking transfers and money movement, preparing client account summaries for review meetings, preparing advisors for client appointments, and helping ensure issued accounts are ready for delivery.

Key Skills:

Strong organizational and analytical skills Growth mindset and desire to grow within the financial industry Excellent written and verbal communication Attention to detail and accuracy Proactive work style and consistent follow-through Ability to work independently and within a team environment Proficient with MS Office Suite and Mac platforms Ability to meet deadlines and work under pressure Strong phone skills and comfort handling inbound/outbound client calls Ability to review account information, identify discrepancies, and follow up appropriately

Minimum Requirements:

Associate's degree preferred 1+ years of Financial industry experience preferred 2+ years working in a fast-paced office environment preferred Phone-based client service experience preferred CRM experience a plus — Salesforce preferred

Responsibilities:

The Financial Analyst will be expected to have consistent follow-through, build relationships with prospects and clients, support the advisor team, and help prepare for client appointments. Other daily, weekly, and monthly tasks may include: Complete service requests and help resolve client issues Review and input client data into CRM and keep records updated Coordinate and follow up on client transfers and money movement Assist with setup at workshops Prepare and review client paperwork for processing with accuracy Prepare client review summaries for upcoming appointments Review client account information and identify missing or inaccurate details Maintain professional communication with clients, advisors, and staff Assist with client updates, reports, and mailings

Hours:

Monday - Friday 8:00 AM - 5:00 PM Travel to our pilot office in Medford, OR is required for this role. Travel may be required twice a month for 3-6 business days. All travel expenses are covered.

Job Type:

Full-time Pay:

$20.00 - $25.00 per hour

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Compensation Package:

Bonus opportunities Application Question(s): Why Bright Lake / why this role right now? This role requires both client communication and detailed account/paperwork review. Which side do you feel strongest in, and which area would you need more training in? What interests you about working in the financial industry, and what are you hoping to grow into long-term? Tell us about a time you caught an error before it impacted a client. How did you resolve it?

Work Location:

In person